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Trivant Custom Portfolio Group

San Diego, CA  ·  Cardiff by the Sea, CA

Background Check

Company Profile

Industry:Investment Advisory Service, Registered Investment Advisor

Doing business as:Trivant Custom Portfolio Group, LLC

Registration:Nov 3, 2003

Phone:(760) 633-4022

Addresses:402 W Broadway, San Diego, CA 92101
2274 Carol View Dr, Cardiff by the Sea, CA 92007

State ID:200331010109

Business type:Domestic

Members (5):John Barber / Chief Investment Officer, Managing Member John Baker / Chief Investment Officer Dan Laimon / President Ken Szot / President, inactive Michael Harris / Vice-President, inactive

SIC6:628200 - Investment advisory services

Company size:2

Summary

The professional fields of the organization Trivant Custom Portfolio Group are Investment Advisory Service, Registered Investment Advisor. The organization Trivant Custom Portfolio Group was registered in 2003. We know information about 5 employees who work here. A registered office address is 402 W Broadway, San Diego, CA 92101. Another office of the organization is located at 2274 Carol Vw Dr, Cardiff by the Sea, CA 92007. Call the organization at phone:+17606334022.


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