← Back to searchVisit website
TRIAD INVESTMENT MANAGEMENT, LLC
CRD 146786 · SEC 801-136071
1301 DOVE STREET, SUITE 1080, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 679-3991
Fax
949-851-7912
Registration
— (—)
Source
State registered
Total AUM
$119.5M
Discretionary AUM
$119.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.7M |
| High net worth individuals | 25 | $103.2M |
| Corporations/business entities | 5 | $11.3M |
All web addresses on file
Official SEC filing: View on IAPD