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Building 2TRI-AD CAPITAL MANAGEMENT, INC.

Map pinESCONDIDO, CA
Phone760-743-7555
NotebookSEC #801-108470
Total AUM
$448.9M
Employees
5
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 W CREST STREET, SUITE 300
ESCONDIDO
CA 92025
United States
Operating Hours
7:30 - 5:00
Monday - Friday
Phone
760-743-7555

ReceiptFinancials

Total AUM
$448.9M
Accounts
52
Discretionary
$5.7M
Accounts
2
Non-Discretionary
$443.2M
Accounts
50

ContactClients

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Individual Clients
6
AUM
$216K
Pension/Profit Sharing Plan Clients
45
AUM
$395.2M
Other Clients
1
AUM
$53.5M
Description of Other Clients
HEALTH SAVINGS ACCOUNT

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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