Unclaimed Profile

Randall Waner Kim

TRIAD INVESTMENT MANAGMENT, LLC·ISSAQUAH, Washington

Clean recordTRIAD INVESTMENT MANAGMENT, LLC

195 NE GILMAN BLVD., ISSAQUAH, WA 98027CRD# 854810Firm CRD# 297699

Profile Verification

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

Identity

Randall Waner Kim · ISSAQUAH, WA

Registration

CRD #854810 · TRIAD INVESTMENT MANAGMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Randall Waner Kim is a registered financial advisor based in ISSAQUAH, Washington, affiliated with TRIAD INVESTMENT MANAGMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRIAD INVESTMENT MANAGMENT, LLC

TRIAD INVESTMENT MANAGEMENT

AUM

$701M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIAD INVESTMENT MANAGMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 854810

Firm CRD# 297699

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Randall Waner Kim offer?

Randall Waner Kim specializes in Financial Planning, Investment Management. Contact their office in ISSAQUAH, Washington for a consultation.

What are Randall Waner Kim's credentials?

Randall Waner Kim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Waner Kim located?

Randall Waner Kim is based in ISSAQUAH, Washington, working with TRIAD INVESTMENT MANAGMENT, LLC. Their office serves clients in the ISSAQUAH metropolitan area and surrounding communities.

How does Randall Waner Kim charge for services?

Randall Waner Kim's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAD INVESTMENT MANAGMENT, LLC?

TRIAD INVESTMENT MANAGMENT, LLC has approximately 8 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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