TRI-AD CAPITAL MANAGEMENT I, LLC
Tel: 760-743-7555 221 W. Crest St., Ste. 300 Escondido, California 92025
About TRI-AD CAPITAL MANAGEMENT I, LLC
TRI-AD CAPITAL MANAGEMENT I, LLC is a Escondido, California based financial advisory firm with nearly $408,550,395 in assets under management and provides investment advisory services for 56 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
324364
Firm SEC#:
801-127335
Assets Under Management:
$408,550,395
No. of Clients:
56
No. of Advisors:
4
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
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