Tridea Advisors

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1013 Galleria Blvd Ste 210, Roseville, C...

Phone Number

(530) 823-2098

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About Tridea Advisors

Tridea Advisors was founded in 1976 in Auburn, California to provide investment services to individuals in and around Placer County. Formerly titled Auburn Tridea, we have expanded over the years to service clients and institutions not only in Placer County, but throughout California and the Western United States. Tridea signifies the three main services we provide to clients: accumulation of capital, preservation of wealth, and distribution of assets. Whether you are looking to accumulate and grow your assets, preserve what you have accumulated, or distribute an income stream, we are here to provide professional guidance. We believe in conservative and pragmatic asset management. We work with you and for you and allow your values and financial goals to guide the process. We take pride in custom-crafted solutions for each of our clients.Explore more
Tridea Advisors's Social MediaPopular SearchesTridea AdvisorsTridea IncTridea Group IncTrideaadvisorsTridea Consulting IncSIC Code 62,628NAICS Code 52,523Show more

Tridea Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tridea Advisors

<$5M
11-50
Private
-
1976
$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Tridea Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Tridea Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Tridea Advisors.

Tridea Advisors Tech Stack

A closer look at the technologies used by Tridea Advisors

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Frequently Asked Questions Regarding Tridea Advisors

What is Tridea Advisors's official website?
Tridea Advisors's official website is www.trideaadvisors.com
What is Tridea Advisors's Revenue?
Tridea Advisors's revenue is <$5 Million
What is Tridea Advisors's SIC code?
Tridea Advisors's SIC: 62,628
What is Tridea Advisors's NAICS code?
Tridea Advisors's NAICS: 52,523
How many employees does Tridea Advisors have?
Tridea Advisors has 11-50 employees
What industry does Tridea Advisors belong to?
Tridea Advisors is in the industry of: Finance, Securities Trading
What is Tridea Advisors competition?
Tridea Advisors top competitors include: Core Wealth Management, Goodrich and Associates, Affiance Financial, VISTA Wealth Strategies
What technology does Tridea Advisors use?
Some of the popular technologies that Tridea Advisors uses are: Microsoft 365, Mailgun, GoDaddy DNS, Cloudflare Security
How do I contact Tridea Advisors?
Tridea Advisors contact info: Phone number: (530) 823-2098 Website: www.trideaadvisors.com
What does Tridea Advisors do?

Tridea Advisors was founded in 1976 in Auburn, California to provide investment services to individuals in and around Placer County. Formerly titled Auburn Tridea, we have expanded over the years to service clients and institutions not only in Placer County, but throughout California and the Western United States. Tridea signifies the three main se... rvices we provide to clients: accumulation of capital, preservation of wealth, and distribution of assets. Whether you are looking to accumulate and grow your assets, preserve what you have accumulated, or distribute an income stream, we are here to provide professional guidance. We believe in conservative and pragmatic asset management. We work with you and for you and allow your values and financial goals to guide the process. We take pride in custom-crafted solutions for each of our clients.Read More

What are Tridea Advisors social media links?
Tridea Advisors Linkedin page
Is Tridea Advisors a public company?
Tridea Advisors is private company therefore does not currently have an official ticker symbol
See more information about Tridea Advisors

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