TRIAD INVESTMENT MANAGMENT, LLC

TRIAD INVESTMENT MANAGEMENT
ISSAQUAH, Washington·2 registered advisors·CRD# 297699
SEC# 801-1144252425-392-2200
01

Firm Overview

AUM
$701M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRIAD INVESTMENT MANAGMENT, LLC

2 registered advisors
Randall Waner Kim
ISSAQUAH, Washington
Tait Christopher Lane
ISSAQUAH, Washington
05

Office Locations

ISSAQUAH, Washington
2 advisors

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Data sourced from SEC Form ADV filings. TRIAD INVESTMENT MANAGMENT, LLC (CRD# 297699) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.