Unclaimed Profile

Tina Davis Boyd

TRI-AD CAPITAL MANAGEMENT I, LLC·ESCONDIDO, California

Clean recordTRI-AD CAPITAL MANAGEMENT I, LLC

221 W. CREST ST., STE. 300, ESCONDIDO, CA 92025CRD# 7685632Firm CRD# 324364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tina Davis Boyd · ESCONDIDO, CA

Registration

CRD #7685632 · TRI-AD CAPITAL MANAGEMENT I, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tina Davis Boyd 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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

TRI-AD CAPITAL MANAGEMENT I, LLC

AUM

$409M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRI-AD CAPITAL MANAGEMENT I, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7685632

Firm CRD# 324364

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tina Davis Boyd offer?

Tina Davis Boyd specializes in Investment Management. Contact their office in ESCONDIDO, California for a consultation.

What are Tina Davis Boyd's credentials?

Tina Davis Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tina Davis Boyd located?

Tina Davis Boyd 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 Tina Davis Boyd charge for services?

Tina Davis Boyd'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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