A complete list of active advisors currently associated with AES Triplex

Warmer can help you find a great advisor at AES Triplex or one who fits your needs even better.

Aes Triplex provides ongoing portfolio management to individuals, high-net-worth individuals, and charitable organizations, delivering individualized Investment Policy Statements and discretionary portfolio services across mutual funds, publicly listed equities, ETFs, real estate funds (including REITs), fixed income and select commodity and precious-metal exposures. The firm charges asset-based advisory fees and focuses on tailored portfolio monitoring and implementation for individual clients. The firm’s investment process combines cyclical and fundamental analysis with modern portfolio theory and quantitative techniques, and it employs a range of strategies including long- and short-term trading as well as margin, short sales, and options strategies where appropriate. Aes Triplex seeks discretionary authority to execute trades, conducts monthly account reviews, and provides clients with monthly custodian reports that detail holdings, values, and fee calculations. Aes Triplex is a recently formed adviser that reported no assets under management as of March 2026, and its principal has an active license as a real estate agent and may offer clients real estate services — a relationship the brochure identifies as a potential conflict of interest and that clients are not required to use. The firm also requires clients to custody assets at Schwab Institutional and does not aggregate block trades for multiple accounts, practices that are notable operational details compared with many peers.

To learn more about the advisors currently working at AES Triplex, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Harrison V	Philadelphia, PA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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