Tri-quest Investment Advisors
Tri-quest Investment Advisors (CRD# 135364) is a financial advisory firm headquartered in Fresno, CA. They manage $3,350,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$45,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ozeme J. Bonnette (CRD# 4169523) is an Investment Advisor Representative working at Tri-Quest Investment Advisors in Fresno, CA and has over 16 years of experience in the finance industry.