TRIVANT CUSTOM PORTFOLIO GROUP LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 129803). Regulatory assets under management: $239.4M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Daniel Mark Laimon | MANAGING MEMBER | — |
| John Bruce Barber | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Michael Carl Harris | VICE PRESIDENT | — |
| LAIMON DANIEL MARK | MANAGING MEMBER | — |
| BARBER JOHN BRUCE | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HARRIS MICHAEL CARL | VICE PRESIDENT | — |