Tri-ad Capital Management I, LLC

Tri-ad Capital Management I, LLC (CRD# 324364) is a financial advisory firm headquartered in Escondido, CA. They manage $408,550,395 in 56 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
221 W. Crest St., Ste. 300, Escondido, CA 92025
https://tcmiadvisors.com
By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $7,295,543
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Tri-ad Capital Management I, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Thomas, financial advisor Escondido CA
Jennifer Thomas
CRD#: 6006899
221 W. Crest St., Ste. 300, Escondido, CA 92025

Jennifer Thomas (CRD# 6006899) is an Investment Advisor Representative working at Tri-ad Capital Management I, LLC in Escondido, CA and has over 12 years of experience in the finance industry.

2
Michael Robinson, financial advisor Escondido CA
Michael E. Robinson
CRD#: 3242650
221 W. Crest St., Ste. 300, Escondido, CA 92025

Michael Robinson (CRD# 3242650) is an Investment Advisor Representative working at Tri-ad Capital Management I, LLC in Escondido, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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