Tri-quest Investment Advisors

Tri-quest Investment Advisors (CRD# 135364) is a financial advisory firm headquartered in Fresno, CA. They manage $5,710,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $103,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tri-quest Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Ozeme J. Bonnette
CRD#: 4169523
7946 N Maple Ave #113, Fresno, CA 93720
86
Wealthminder
score

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.

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