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).
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Total Assets Under Management195MILLION
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Total Number of Accounts498ACCOUNTS
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Average Account Value$392,194
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, MO, NY, TX
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.
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.
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.
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.