Tricor Asset Management Lc (Tampa)

Tricor Asset Management Lc is a large advisory firm based in Tampa. It manages $32 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Tricor Asset Management Lc provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tricor Asset Management Lc: assets under management

The assets under management (AUM) of Tricor Asset Management Lc is $32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $820.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tricor Asset Management Lc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tricor Asset Management Lc

Henry Ragnar Suarez has been acting as President since 1 Feb 2000. Jeffrey Michael Maricle joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Michael Maricle	Principal	1 Feb 2000	Other	3006522
Henry Ragnar Suarez	President	1 Feb 2000	75% - 100%	4386837

Based in Tampa

The principal office where Tricor Asset Management Lc performs its advisory services is located at 110 South Magnolia Ave, Tampa, FL 33606 The mailing address of the firm is P.O. Box 1839, Tampa, FL 33606. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.