Triangle Securities, LLC

EST. AUM
$1,290,721,266

CONTACTS
2

CLIENT ACCOUNTS
1,170

Firm Details

Metro area Raleigh
CRD Number 148156
Website trianglewealth.com
Client types

Overview

Triangle Securities Wealth Management is a $800m+ RIA in Raleigh, NC. The firm was founded in 2000 and Tanner Crawford is the main research and due diligence contact at the firm. They're historically open to all ideas and primary use Mutual Funds and ETFs. Triangle does have models that are used a select group of clients. Schwab serves at the firm's custodian. Mostly an opportunity there for alternatives. Heavily weighted more towards credit, but alternatives versus public equities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Triangle Securities, LLC

Platform Details

Investment Preferences

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Address

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