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Adviser Profile

As of Date 02/27/2025
Adviser Type
Number of Employees 2
of those in investment advisory functions 2
Registration Texas, Conditional Restricted, 07/05/2023
Other registrations (3)
Former registrations

TRIAD INVESTMENT MANAGEMENT, LLC

AUM* 96,755,895
of that, discretionary 96,755,895
Private Fund GAV* 0
Avg Account Size 1,075,066
% High Net Worth 55.00%
SMA’s No
Private Funds 0
Contact Info (94 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary