Trivest Investment Advisors, LLC
Trivest Investment Advisors, LLC (CRD# 161432) is a financial advisory firm headquartered in Coral Gables, FL. They manage $964,234,547 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management964MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$137,747,792
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)