Triad Advisors LLC

Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Anietie Ijoma is a financial advisor who works in Peachtree Corners, Georgia, with a total of 2 years of industry experience. Ijoma is on the advisory team at Triad Advisors LLC. They have spent all of their time as a financial advisor at Triad Advisors Llc. Ijoma holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Georgia. Triad Advisors LLC is a registered investment firm headquartered in Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 financial advisors. It handles $2 billion in total assets among its 10,769 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 10,769 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Triad Advisors LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which service is offered. However, fees charged by Triad Advisors LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5155 Peachtree Parkway Suite 3220
Peachtree Corners, GA 30092

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Triad Advisors LLC Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Anietie Ijoma Work History

Anietie has been registered as a financial advisor for 2 years.*

2013 - Present (10 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Anietie Ijoma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triad Advisors, LLC

Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Gregory Kalosieh
Knoxville, TN
Raymond Hines
Waycross, GA
Benjamin Bernard
Mankato, MN
Deborah Lewis
Blue Ridge, GA
Alex Lewellyn
Medford, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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