TRI-AD CAPITAL MANAGEMENT I, LLC of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 324364). Regulatory assets under management: $619.0M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Hilarie Ann Aitken | CEO & PRESIDENT; SHAREHOLDER | — |
| Tina Davis Boyd | VICE PRESIDENT AND SECRETARY | — |
| Jennifer Thomas | CHIEF COMPLIANCE OFFICER | Hong Kong, K3 |
| Judy Ann Simons | CHIEF COMPLIANCE OFFICER | — |
| Simons Judy Ann | CHIEF COMPLIANCE OFFICER | — |
| Aitken Hilarie Ann | CEO & PRESIDENT; SHAREHOLDER | — |
| Boyd Tina Davis | VICE PRESIDENT AND SECRETARY | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FRESNO | CA | 1 | 760-743-7555 |
| FRESNO | CA | 1 | 760-743-7555 |