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TRIAD
BELLEVUE, WA
425-455-6623
SEC #801-70199Total AUM
$306M
Employees
9Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
777 - 108TH AVE NE SUITE 1800
BELLEVUE
WA 98004
United States
BELLEVUE
WA 98004
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
425-455-6623
Financials
Total AUM
$306M
Accounts
556Discretionary
$306M
Accounts
556Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.