Trivant Custom Portfolio Group LLC

Trivant Custom Portfolio Group LLC (CRD# 129803) is a financial advisory firm headquartered in San Diego, CA. They manage $69,220,376 in 248 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $279,114
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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 Trivant Custom Portfolio Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
John B. Barber
CRD#: 2799248
Cardiff By The Sea, CA
96
Wealthminder
score

John Barber (CRD# 2799248) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in Cardiff By The Sea, CA and has over 21 years of experience in the finance industry.

2
Michael C. Harris
CRD#: 4699319
750 B Street, Suite 3300, San Diego, CA 92101
96
Wealthminder
score

Michael Harris (CRD# 4699319) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 14 years of experience in the finance industry.

3
Daniel M. Laimon
CRD#: 4739072
750 B Street, Suite 3300, San Diego, CA 92101
93
Wealthminder
score

Daniel Laimon (CRD# 4739072) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 13 years of experience in the finance industry.

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