Tricapital Advisors Inc is a large advisory firm based in North Bethesda. It manages $173.35 million of regulatory assets for 888 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.
Tricapital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tricapital Advisors Inc is $173.35 million. The firm's AUM has grown by 367% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tricapital Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tricapital Advisors Inc is owned by Robert Nmi Lopinto. Jan Amie Soldinger Campbell joined the executive team most recently as the Vice President Of Operations.
The principal office where Tricapital Advisors Inc performs its advisory services is located at 11140 Rockville Pike, North Bethesda, MD 20852, which is also the mailing address of the firm. An additional office of the firm is in Fairfield, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-231-8181 or by fax 301-231-7227. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at tricapital.com.