Trivant Custom Portfolio Group LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 129803
- Registered since
- September 13, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.69%
- Individuals10.68%
- Pension & Profit Sharing Plans4.35%
- Corporations / Businesses1.21%
- Charitable Organizations0.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Trivant Custom Portfolio Group LLC is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging clients a percentage of assets under management. Trivant does not identify as an active ESG investor, is not structured as a capital allocator, and does not serve as a pension consultant or multi-state adviser based on the available profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- US Government Bonds16%
- Public Funds/Mutual Funds13%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
John Barber
Chief Investment OfficerCRD 2799248
Contacts
3 of 4
Daniel Laimon
Managing MemberCRD 4739072
James Thompson
Investment SpecialistCRD 7352950
Michael Harris
Managing MemberCRD 4699319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$29.4M in ETFs
88%
$25.9M
0%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $9.3M | 90,872 | 31.62% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 600 W Broadway
- Time zone
- PT (UTC-8)
- Office locations
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