TRI-AD CAPITAL MANAGEMENT I, LLC

221 W. Crest St., Ste. 300
Escondido, California 92025
Tel: 760-743-7555

About TRI-AD CAPITAL MANAGEMENT I, LLC

TRI-AD CAPITAL MANAGEMENT I, LLC, formally registered with the SEC as TRI-AD CAPITAL MANAGEMENT I, LLC. The firm was established in 02/21/2023. They have over 1 offices throughout the country.

TRI-AD CAPITAL MANAGEMENT I, LLC is a Escondido, California based Financial Planning firm with nearly $408,550,395 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324364
SEC#	801-127335
Assets Managed by Firm	$408,550,395
No. of Clients	56
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	56	$408,550,395
Pension and profit sharing plans	55	$325,594,351

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