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Trustee of the Heldman Family Trust U/a 6/16/2011 · Triad Investment Management, LLC

Tonina A. Heldman

CRD 7219800 · 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 Tonina A. Heldman on its Form ADV as Trustee of the Heldman Family Trust U/a 6/16/2011.

Firms and roles

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Tonina’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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Control-person status
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When each role began
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Each firm’s assets and growth
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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 Tonina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.