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About Us – TRIANGULATED CAPITAL MANAGEMENT, LLC
Triangulated Capital Management, LLC is a premier financial advisory firm that provides expert guidance and support to clients seeking to achieve their financial goals. With a team of experienced financial advisors and a strong commitment to client satisfaction, Triangulated Capital Management, LLC has become a trusted partner for individuals and businesses seeking financial success.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Tailored financial strategies to meet individual client needs
- Comprehensive financial services offered
- Commitment to transparency and client education
Facts and Insights
Triangulated Capital Management, LLC has a proven track record of helping clients achieve their financial goals. Here are some key insights and facts about our firm:
- Founded in 2005
- Over $1 billion in assets under management
- Team of 10 financial advisors with a combined 100+ years of experience in the industry
- Serves clients nationwide
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
Triangulated Capital Management, LLC offers a wide range of financial services to help clients reach their financial goals. Our services include:
- Financial planning and wealth management
- Retirement planning and investment strategies
- Estate planning and tax management
- Insurance and risk management
- Business financial consulting
Client Types
We work with a diverse range of clients, including:
- Individuals and families
- Business owners and executives
- Retirees
- High-net-worth individuals
Fees & Compensation
At Triangulated Capital Management, LLC, we believe in transparency and fairness when it comes to our fees and compensation. Our fees are based on a percentage of assets under management and are clearly outlined in our client agreements. We do not receive any commissions or third-party incentives, ensuring that our advice is always unbiased and in the best interest of our clients.
Background
Triangulated Capital Management, LLC was founded in 2005 by a team of experienced financial advisors with a shared vision of providing top-tier financial services to clients. Our team is dedicated to staying up-to-date with industry trends and regulations to provide our clients with the most reliable and effective financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Triangulated Capital Management, LLC is required to disclose any potential conflicts of interest to our clients. We take this responsibility seriously and are committed to transparency in all our interactions with our clients. We encourage our clients to review our Form ADV, which outlines our services, fees, and any potential conflicts of interest.