Hybrid managing $325 million at Royal Alliance switches to Triad
Cirrus Wealth Management in Cleveland has four advisers, four staff.
Cirrus Wealth Management, a hybrid firm in Cleveland, Ohio, managing $325 million, has changed its broker-dealer and RIA custodial platforms to Triad Advisors from Royal Alliance.
Joseph P. Heider, founder and president of Cirrus, leads the firm’s four financial advisers and four staff. He began his securities career in 1976 and was affiliated with Royal Alliance for eight years.
Triad, which specializes in serving hybrid advisory firms, is a subsidiary of Ladenburg Thalmann Financial Services.
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