$619.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
221 W. Crest St., Ste. 300 Escondido CA
About TRI-AD Capital Management I, LLC
TRI-AD Capital Management I, LLC is a Escondido-based RIA. The firm has been operating for 3 years. Managing $619.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$619.0M AVG AUM / ADVISOR
$14.4M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
H
Hilarie Ann Aitken
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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T
Tina Davis Boyd
Secretary, vice president
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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R
Russell Byrom
--
- CRD
- #5616518
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $618,950,543 | $11,253,646 |
| Total | $618,950,543 | $11,253,646 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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