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Trivant Custom Portfolio Group LLC

Headquartered in SAN DIEGO, CA

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Firm Information

Trivant Custom Portfolio Group LLC is a San Diego, California-based investment advisor with approximately $195,312,602 in regulatory assets under management. The firm provides portfolio management services to individuals, pooled investment vehicles, corporations, and charitable organizations. Trivant specializes in customized investment strategies tailored to each client's unique financial goals and risk tolerance. The firm has a team of four investment adviser representatives.

Trivant Custom Portfolio Group LLC

600 W BROADWAY

SAN DIEGO, CA 92101

$195.31M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

TRIVANT CUSTOM PORTFOLIO GROUP LLC has a total of 1 branch locations across the country.
location

SAN DIEGO, CA

Advisors at Trivant Custom Portfolio Group LLC

View All 3 Advisors
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John Bruce Barber

CFA®, RA

SAN DIEGO, CA

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James Robert Thompson

RA

SAN DIEGO, CA

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Michael Carl Harris

CFP®, CFA®, RA

SAN DIEGO, CA

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Daniel Mark Laimon

RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for Trivant Custom Portfolio Group LLC.

Frequently Asked Questions (6)

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