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James Robert Thompson

Trivant Custom Portfolio Group LLC

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About James Robert Thompson

James Robert Thompson is an Investment Advisor Representative at Trivant Custom Portfolio Group LLC in San Diego, California. James has been in the industry since March 2021 and is registered with the state of California. James has passed the Series 65 exam. James holds a specialization in Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Prior to joining Trivant Custom Portfolio Group LLC, James worked for the US Navy in Pearl Harbor, Hawaii.

Firm Information

James Thompson is currently registered with Trivant Custom Portfolio Group LLC. 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.

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James Thompson’s Registration & Firm History

CA

05/29/2021 - Present

Trivant Custom Portfolio Group LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 05/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Robert Thompson.
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