Be advised. This firm is no longer registered.

Tri-ad Capital Management, Inc.

Tri-ad Capital Management, Inc. (CRD# 109687) is a financial advisory firm headquartered in Escondido, CA. They manage $448,882,881 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
221 W Crest Street, Suite 300, Escondido, CA 92025
https://tcmiadvisors.com
By the Numbers
  • Total Assets Under Management
    449
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $8,632,363
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, Inc.
No Advisor Found.

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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