TRI-AD CAPITAL MANAGEMENT I, LLC

ESCONDIDO, California·3 registered advisors·CRD# 324364
SEC# 801-1273350760-743-7555
01

Firm Overview

AUM
$409M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at TRI-AD CAPITAL MANAGEMENT I, LLC

3 registered advisors
Hilarie Ann Aitken
ESCONDIDO, California
Judy Ann Simons
ESCONDIDO, California
Tina Davis Boyd
ESCONDIDO, California
05

Office Locations

ESCONDIDO, California
3 advisors

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Data sourced from SEC Form ADV filings. TRI-AD CAPITAL MANAGEMENT I, LLC (CRD# 324364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.