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Triad Investment ManagementFinancial advisor in Newport Beach, CA

Triad Investment Management is a financial advisor at 4041 MacArthur Blvd Ste 400, Newport Beach, CA 92660, ranked #3 of 154 investment advisors in Newport Beach and rated 5.0 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Newport Beach, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 679-3991Website ↗

Key facts

Key facts about Triad Investment Management
Address4041 MacArthur Blvd Ste 400, Newport Beach, CA 92660Get directions
Phone(949) 679-3991
Websitetriadim.com
HoursMonday to Friday: 7 AM – 3:30 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Newport Beach and 11 towns within 25 miles: Irvine, Costa Mesa, Santa Ana, Fountain Valley, Tustin, Huntington Beach, North Tustin, Orange, Laguna Woods, Garden Grove and Laguna Hills.

Based in Newport Beach, CAView on map

Opening hours

Opening hours for Triad Investment Management
DayHours
Monday7 AM – 3:30 PM
Tuesday7 AM – 3:30 PM
Wednesday7 AM – 3:30 PM
Thursday7 AM – 3:30 PM
Friday7 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Triad Investment Management

How is Triad Investment Management ranked in Newport Beach?

Triad Investment Management is ranked #3 of 154 investment advisors in Newport Beach by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Triad Investment Management’s hours?

Triad Investment Management is open Monday to Friday. Its listed hours are Monday to Friday, 7 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Triad Investment Management serve?

Serves Newport Beach and 11 towns within 25 miles: Irvine, Costa Mesa, Santa Ana, Fountain Valley, Tustin, Huntington Beach, North Tustin, Orange, Laguna Woods, Garden Grove and Laguna Hills. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Triad Investment Management?

Triad Investment Management has a rating of 5.0 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Triad Investment Management?

Call Triad Investment Management on (949) 679-3991. The business is at 4041 MacArthur Blvd Ste 400, Newport Beach, CA 92660. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Triad Investment Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Triad Investment Management (this business)—705.0 (15)NoNo
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