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Featured Business Financial Advisor in San Diego, CA
San Diego Financial Advisors
TriVant Custom Portfolio Group, LLC
750 B Street Suite 3300
San Diego, CA 92101
(619) 286-3930
Advisor Profile
Michael Harris
Name:  Michael Harris
Phone Number:  (619) 286-3930
Website:  Visit Website

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a
good return and good service to our clients.

We are transparent in how we serve our clients. We make
understandable investments in publicly-traded assets. We never
tie your money up in illiquid assets, annuities or private
equity. You always have access to your money when you need it.

Our clients have security in knowing their assets are held at
Charles Schwab where they can review their accounts at any time.
Our statements clearly show your investments, their values and
your performance.

By operating transparently, we give our clients peace-of-mind
showing them that we invest in a straight-forward manner and
that we are advising in their best interest.
 

General Information

CRD#:    4633619
Firm CRD#:    129803
States Licensed in:    All
States Willing to do Business in:    All
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    Series 65
Financial Organization Memberships:    CFA Society of San Diego, CFA Institute
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Michael Harris

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