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Hilarie Ann Aitken

TRI-AD CAPITAL MANAGEMENT I, LLC·ESCONDIDO, California
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221 W. CREST ST., STE. 300, ESCONDIDO, CA 92025CRD# 7685521Firm CRD# 324364
01

About

Hilarie Ann Aitken is a registered financial advisor based in ESCONDIDO, California, affiliated with TRI-AD CAPITAL MANAGEMENT I, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
TRI-AD CAPITAL MANAGEMENT I, LLC
TRI-AD CAPITAL MANAGEMENT I, LLC
AUM
$409M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRI-AD CAPITAL MANAGEMENT I, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7685521
Firm CRD# 324364
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hilarie Ann Aitken offer?
Hilarie Ann Aitken specializes in Investment Management. Contact their office in ESCONDIDO, California for a consultation.
What are Hilarie Ann Aitken's credentials?
Hilarie Ann Aitken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hilarie Ann Aitken located?
Hilarie Ann Aitken is based in ESCONDIDO, California, working with TRI-AD CAPITAL MANAGEMENT I, LLC. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.
How does Hilarie Ann Aitken charge for services?
Hilarie Ann Aitken'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 I, LLC?
TRI-AD CAPITAL MANAGEMENT I, LLC has approximately 4 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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