← Back to searchVisit website
TRIVANT CUSTOM PORTFOLIO GROUP LLC
CRD 129803 · SEC 801-117351
600 W BROADWAY, SUITE 225, SAN DIEGO, CA, 92101, United States
Phone
619-286-3930
Fax
619-330-1822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.4M
Discretionary AUM
$239.4M
Team
5 total employees; 5 advisory reps; 189 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $25.6M |
| High net worth individuals | 80 | $200.4M |
| Pension/profit sharing plans | 13 | $10.4M |
| Charitable organizations | 4 | $196K |
| Corporations/business entities | 14 | $2.9M |
States served
CA, NY, MO, TX
All web addresses on file
Official SEC filing: View on IAPD