# TRI-QUEST INVESTMENT ADVISORS

TRI-QUEST INVESTMENT ADVISORS of FRESNO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135364
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135364/similar
- Related entities: https://search.stillhousedata.com/firm/135364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135364

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.