TRI-QUEST INVESTMENT ADVISORS

TRI-QUEST INVESTMENT ADVISORS of FRESNO, CA is an SEC-registered investment adviser (CRD 135364). Regulatory assets under management: $22.1M.

Registration

• CRD: 135364
• Type: Registered investment adviser
• Location: 7946 N. MAPLE AVE #113, FRESNO, CA, 93720
• Phone: 559-323-8300
• Latest filing: 2026-03-31
• Regulatory AUM: $22.1M
• Discretionary AUM: $22.1M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135364 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search