Overview
Assets Under Management: $195 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 86
Average Client Assets: $2 million
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