Triguard Management LLC
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Overview
Triguard Management LLC is a financial advisor firm headquartered in Newport Beach, California. Triguard Management LLC controls $2.1 billion in total assets across six accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). Triguard Management LLC has a small group, including 4 financial advisors. Triguard Management LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, equities and bonds.
Triguard Management LLC oversees all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek the customer's authorization. The company's typical account size is $342.6 million. The typical financial advisor at Triguard Management LLC manages around two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's main office is located at 1400 Newport Center Drive, Newport Beach, California 92660. It is registered to serve investors throughout 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Triguard Management LLC by the Numbers
$2.1 billion
9
6
$342.6 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by the company can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its six clients, Triguard Management LLC's biggest client type by number of accounts is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Triguard Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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