Tri-quest Investment Advisors

Tri-quest Investment Advisors (CRD# 135364) is a financial advisory firm headquartered in Fresno, CA. They manage $12,993,160 in 113 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7946 N. Maple Ave #113, Fresno, CA 93720
http://www.thechristianmoneycoach.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $114,984
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
The map below shows states where this firm has explicit registration only.

CA, LA

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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