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Tait Christopher Lane

TRIAD INVESTMENT MANAGMENT, LLC·ISSAQUAH, Washington
Clean recordTRIAD INVESTMENT MANAGMENT, LLC
195 NE GILMAN BLVD., ISSAQUAH, WA 98027CRD# 4295962Firm CRD# 297699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tait Christopher Lane · ISSAQUAH, WA
Registration
CRD #4295962 · TRIAD INVESTMENT MANAGMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tait Christopher Lane 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TRIAD INVESTMENT MANAGMENT, LLC
TRIAD INVESTMENT MANAGEMENT
AUM
$701M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4295962
Firm CRD# 297699
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tait Christopher Lane offer?
Tait Christopher Lane specializes in Financial Planning, Investment Management. Contact their office in ISSAQUAH, Washington for a consultation.
What are Tait Christopher Lane's credentials?
Tait Christopher Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tait Christopher Lane located?
Tait Christopher Lane 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 Tait Christopher Lane charge for services?
Tait Christopher Lane'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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Other Advisors at TRIAD INVESTMENT MANAGMENT, LLC

Randall Waner Kim
ISSAQUAH, WA

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