TRIAD INVESTMENT MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 146786). Regulatory assets under management: $119.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| HELDMAN JOHN EDWARD | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER; TRUSTEE OF THE HELDMAN FAMILY TRUST U/A 6/16/2011 | — |
| HUTCHISON DAVID MICHAEL | CCO, TRUSTEE OF THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER (+1 more) | — |
| HUTCHISON BROOKE GILMOUR | TRUSTEE OF THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018 | — |
| HELDMAN TONINA ALEXANDRA | TRUSTEE OF THE HELDMAN FAMILY TRUST U/A 6/16/2011 | — |
| David Michael Hutchison | CHIEF COMPLIANCE OFFICER; TRUSTEE OF THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018 | — |
| John Edward Heldman | PARTNER; TRUSTEE OF THE HELDMAN FAMILY TRUST U/A 6/16/2011 | — |
| Brooke Gilmour Hutchison | TRUSTEE OF THE DAVID AND BROOKE HUTCHISON FAMILY TRUST ESTABLISHED JULY 25, 2018 | — |
| Tonina Alexandra Heldman | TRUSTEE OF THE HELDMAN FAMILY TRUST U/A 6/16/2011 | — |