Tri Ad Capital Management Inc.

Tri Ad Capital Management Inc. (CRD# 109687) is a financial advisory firm headquartered in Escondido, CA. They manage $104,955,486 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $3,748,410
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tri Ad Capital Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Thomas
CRD#: 6006899
221 West Crest Street, Suite 300, Escondido, CA 92025
90
Wealthminder
score

Jennifer Thomas (CRD# 6006899) is an Investment Advisor Representative working at Tri Ad Capital Management Inc. in Escondido, CA and has over 4 years of experience in the finance industry.

2
Curtis D. Hamilton
CRD#: 600859
221 W Crest Street, Escondido, CA 92025
87
Wealthminder
score

Curtis Hamilton (CRD# 600859) is an Investment Advisor Representative working at Tri Ad Capital Management Inc. in Escondido, CA and has 1 year of experience in the finance industry.

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