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Michael Carl Harris

Trivant Custom Portfolio Group LLC

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About Michael Carl Harris

Michael Carl Harris is an investment advisor representative at Trivant Custom Portfolio Group LLC, based in San Diego, CA. Michael has been in the industry since January 2008 and holds the Series 65 license. Michael holds the Certified Financial Planner and Chartered Financial Analyst designations and has experience providing portfolio management for individuals and pooled investment vehicles. Michael also owns multiple LLCs related to real estate business.

Firm Information

Michael Harris 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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Michael Harris’s Registration & Firm History

CA

01/25/2008 - Present

Trivant Custom Portfolio Group LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 11/19/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Carl Harris.
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