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TRIAD INVESTMENT MANAGEMENT
ISSAQUAH, WA
425-392-2200
SEC #801-114425Total AUM
$700.5M
Employees
8Clients
1,347Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
195 NE GILMAN BLVD.
SUITE 101
ISSAQUAH
WA 98027
United States
SUITE 101
ISSAQUAH
WA 98027
United States
Operating Hours
M-TH 8.30AM-5PM, FRIDAY 8.30AM -4PM
Monday - Friday
Monday - Friday
Phone
425-392-2200
Other Offices
2
Financials
Total AUM
$700.5M
Accounts
2,747Discretionary
$398M
Accounts
1,349Non-Discretionary
$302.6M
Accounts
1,398
Clients
Individual Clients
1,138AUM
$320.8M
HNW Individual Clients
176AUM
$358.3M
Pension/Profit Sharing Plan Clients
28AUM
$14.6M
Charitable Organization Clients
1AUM
$3.2M
Corporation or Business Clients
4AUM
$3.7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNMNVORTXWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.