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TRI-QUEST INVESTMENT ADVISORS
SOLOMON GROUP III INC.
CRD 135364
7946 N. MAPLE AVE #113, FRESNO, CA, 93720, United States
Phone
559-323-8300
Fax
310-626-9706
Registration
— (—)
Source
State registered
Total AUM
$22.1M
Discretionary AUM
$22.1M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $12.4M |
| High net worth individuals | 10 | $9.7M |
All web addresses on file
Official SEC filing: View on IAPD