TRIAD INVESTMENT MANAGMENT, LLC
Legal name: TRIAD INVESTMENT MANAGEMENT
CRD #297699 SEC #801-114425 ISSAQUAH, WA 425-392-2200
SEC Registered
Total AUM
$700.5M
Discretionary
$398M
Employees
8
Clients
--
Accounts
2,747
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $700.5M | $398M | $302.6M | 8 | 64 |
| Mar 2022 | $554M | $382M | $172M | 20 | 17 |
| Dec 2021 | $554M | $382M | $172M | 20 | 17 |
| Sep 2021 | $554M | $382M | $172M | 20 | 17 |
| Mar 2021 | $554M | $382M | $172M | 20 | 17 |
| Sep 2020 | $225.9M | $224.5M | $1.4M | 14 | 14 |
| Sep 2020 | $225.9M | $224.5M | $1.4M | 14 | 14 |
| Jun 2020 | $225.9M | $224.5M | $1.4M | 14 | 14 |
| Mar 2020 | $225.9M | $224.5M | $1.4M | 14 | 14 |
| Mar 2019 | $164.1M | $164.1M | $0 | 12 | 0 |
| Jan 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
DateMar 2022
Total AUM$700.5M
Discretionary$398M
Non-Disc.$302.6M
Employees8
Clients64
DateMar 2022
Total AUM$554M
Discretionary$382M
Non-Disc.$172M
Employees20
Clients17
DateDec 2021
Total AUM$554M
Discretionary$382M
Non-Disc.$172M
Employees20
Clients17
DateSep 2021
Total AUM$554M
Discretionary$382M
Non-Disc.$172M
Employees20
Clients17
DateMar 2021
Total AUM$554M
Discretionary$382M
Non-Disc.$172M
Employees20
Clients17
DateSep 2020
Total AUM$225.9M
Discretionary$224.5M
Non-Disc.$1.4M
Employees14
Clients14
DateSep 2020
Total AUM$225.9M
Discretionary$224.5M
Non-Disc.$1.4M
Employees14
Clients14
DateJun 2020
Total AUM$225.9M
Discretionary$224.5M
Non-Disc.$1.4M
Employees14
Clients14
DateMar 2020
Total AUM$225.9M
Discretionary$224.5M
Non-Disc.$1.4M
Employees14
Clients14
DateMar 2019
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0