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Building 2TRI-AD CAPITAL MANAGEMENT I, LLC

Map pinESCONDIDO, CA
Phone760-743-7555
NotebookSEC #801-127335
Total AUM
$619M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 W. CREST ST., STE. 300
ESCONDIDO
CA 92025
United States
Operating Hours
7:30 - 5:00
Monday - Friday
Phone
760-743-7555
Other Offices
1

ReceiptFinancials

Total AUM
$619M
Accounts
55
Discretionary
$0
Accounts
0
Non-Discretionary
$619M
Accounts
55

ContactClients

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Individual Clients
15
AUM
$52.5M
Pension/Profit Sharing Plan Clients
28
AUM
$441.4M
Other Clients
1
AUM
$125M
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 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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