TRIAD INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$119,542,078
Discretionary
$119,542,078
Non-discretionary
$0
Firm details
- CRD number
- 146786
- SEC file number
- 801-136071
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.