After decades of experience in the financial industry, TROIKA CAPITAL ADVISORS, LLC has established itself as a leading expert in providing financial advice to clients. Specializing in investment management and financial planning services, the firm has helped numerous clients achieve their financial goals.
Key Takeaways:
- TROIKA CAPITAL ADVISORS, LLC has extensive experience in providing financial advice to clients.
- The firm specializes in investment management and financial planning services.
- TROIKA CAPITAL ADVISORS, LLC has a proven track record of helping clients achieve their financial goals.
Facts and Insights
The success of TROIKA CAPITAL ADVISORS, LLC is evident in their impressive numbers. As of 2021, the firm has over $500 million in assets under management and a team of 10 experienced advisors. They have been in business for over 25 years, establishing a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
| 2020 | $450 | 9 |
| 2019 | $400 | 8 |
Financial Services Offered
TROIKA CAPITAL ADVISORS, LLC offers a wide range of financial services to their clients including investment management, financial planning, retirement planning, and estate planning. They work closely with each client to create a customized financial plan that aligns with their specific goals and needs.
Client Types
TROIKA CAPITAL ADVISORS, LLC serves a diverse range of clients including individuals, families, and small business owners. Their services are tailored to meet the unique needs of each client, whether they are looking to grow their wealth, plan for retirement, or protect their assets for future generations.
Fees & Compensation
The fees at TROIKA CAPITAL ADVISORS, LLC are transparent and based on a percentage of assets under management. This ensures that the firm’s goals are aligned with their clients’ goals and encourages a proactive approach to managing investments. They also offer fee-only financial planning services, avoiding the potential conflicts of interest that may arise from commission-based compensation.
Background
TROIKA CAPITAL ADVISORS, LLC was founded by a team of experienced financial experts who share a passion for helping others achieve financial success. They bring decades of combined experience in the industry and are known for their personalized approach and commitment to providing high-quality service to each and every client.
Financial Advisor Disclosures to Know
As a registered investment advisor, TROIKA CAPITAL ADVISORS, LLC is required to disclose all potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. This ensures transparency and helps clients make informed decisions when choosing a financial advisor.