Triad Investment Management

Company Profile

Website

Location

SEC CIK

IRS number

262103757

SEC advisor number

801-68966

FINRA CRD number

146786

AUM ?

$76.95 mm (as of 22 Jun 23)

Accounts

77 (as of 22 Jun 23)

Employees

2 (2 investment advisory or research)

Address

Triad Investment Management
1301 DOVE STREET
SUITE 1080
NEWPORT BEACH
CA 92660

Office hours

Monday - Friday, 7:00 AM - 3:30 PM

Phone

9496793991

Brochures

Owner	Title	From	%Ownership
Hutchison, David, Michael	Chief Compliance Officer	03/2015	< 5%
the David and Brooke Hutchison Family Trust Established July 25, 2018	Member	07/2018	10-25%
Heldman Family Trust U/a 6/16/2011	Managing Member	09/2019	> 75%
Heldman, John, Edward	Trustee of the Heldman Family Trust U/a 6/16/2011	09/2019
Hutchison, David, Michael	Trustee of the David and Brooke Hutchison Family Trust Established July 25, 2018	07/2018
Hutchison, Brooke, Gilmour	Trustee of the David and Brooke Hutchison Family Trust Established July 25, 2018	07/2018
Heldman, Tonina, Alexandra	Trustee of the Heldman Family Trust U/a 6/16/2011	09/2019