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Curtis Duane Hamilton

TRI-AD CAPITAL MANAGEMENT, INC.·ESCONDIDO, California
Clean recordTRI-AD CAPITAL MANAGEMENT, INC.
221 W CREST STREET, SUITE 300, ESCONDIDO, CA 92025CRD# 600859Firm CRD# 109687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis Duane Hamilton · ESCONDIDO, CA
Registration
CRD #600859 · TRI-AD CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Curtis Duane Hamilton is a registered financial advisor based in ESCONDIDO, California, affiliated with TRI-AD CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TRI-AD CAPITAL MANAGEMENT, INC.
TRI-AD CAPITAL MANAGEMENT, INC.
AUM
$449M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TRI-AD CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 600859
Firm CRD# 109687
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Curtis Duane Hamilton offer?
Curtis Duane Hamilton specializes in Investment Management. Contact their office in ESCONDIDO, California for a consultation.
What are Curtis Duane Hamilton's credentials?
Curtis Duane Hamilton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Duane Hamilton located?
Curtis Duane Hamilton is based in ESCONDIDO, California, working with TRI-AD CAPITAL MANAGEMENT, INC.. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.
How does Curtis Duane Hamilton charge for services?
Curtis Duane Hamilton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRI-AD CAPITAL MANAGEMENT, INC.?
TRI-AD CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $449M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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