Overview
Assets Under Management: $195 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
TRIVANT CUSTOM PORTFOLIO GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129803), TRIVANT CUSTOM PORTFOLIO GROUP LLC is subject to fiduciary duty under federal law.
TRIVANT CUSTOM PORTFOLIO GROUP LLC is headquartered in SAN DIEGO, CA.
TRIVANT CUSTOM PORTFOLIO GROUP LLC serves 86 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, TRIVANT CUSTOM PORTFOLIO GROUP LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
TRIVANT CUSTOM PORTFOLIO GROUP LLC manages $195 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, TRIVANT CUSTOM PORTFOLIO GROUP LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 498
Discretionary Accounts: 498
Regulatory Filings
CRD Number: 129803
Last Filing Date: 2024-03-15 00:00:00
Website: https://trivant.com