Trivest Investment Advisors, LLC
Trivest Investment Advisors, LLC (CRD# 161432) is a financial advisory firm headquartered in Coral Gables, FL. They manage $976,442,375 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management976MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$139,491,768
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)