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Trustee of the David and Brooke Hutchison Family Trust Established July 25, 2018 · Triad Investment Management, LLC

Brooke G. Hutchison

CRD 2721924 · Named on Form ADV at one SEC-registered adviser

At a glance

Triad Investment Management, LLC, an SEC-registered wealth manager based in Newport Beach, CA with $120 million in regulatory assets, lists Brooke G. Hutchison on its Form ADV as Trustee of the David and Brooke Hutchison Family Trust Established July 25, 2018.

Firms and roles

  • Triad Investment Management, LLCTrustee of the David and Brooke Hutchison Family Trust Established July 25, 2018Wealth manager · Newport Beach, CA · $120M in regulatory assets

AtlasMembers

Brooke’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brooke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.