Trivant Custom Portfolio Group LLC

Trivant Custom Portfolio Group LLC (CRD# 129803) is a financial advisory firm headquartered in San Diego, CA. They manage $195,312,602 in 498 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $392,194
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MO, NY, TX

Financial Advisors at Trivant Custom Portfolio Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
John B. Barber
CRD#: 2799248
600 W Broadway Suite 225, San Diego, CA 92101

John Barber (CRD# 2799248) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 27 years of experience in the finance industry.

2
Michael C. Harris
CRD#: 4699319
600 W Broadway, Suite 225, San Diego, CA 92101

Michael Harris (CRD# 4699319) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 20 years of experience in the finance industry.

3
Daniel M. Laimon
CRD#: 4739072
600 W Broadway, Suite 225, San Diego, CA 92101

Daniel Laimon (CRD# 4739072) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 20 years of experience in the finance industry.

4
James R. Thompson
CRD#: 7352950
600 W Broadway, Suite 225, San Diego, CA 92101

James Thompson (CRD# 7352950) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 2 years of experience in the finance industry.

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