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TRI-AD CAPITAL MANAGEMENT I, LLC

Tel: 760-743-7555
221 W. Crest St., Ste. 300
Escondido, California  92025

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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

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

324364

SEC#:

801-127335

No. of Clients:

56

Assets under Management

$408,550,395

No. of Advisors:

4

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