Featured Business Financial Advisor in San Diego, CA
San Diego Financial Advisors
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225
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#:    46991319
Firm CRD#:    129803
States Licensed in:    All
States Willing to do Business in:    All

Qualifications & Memberships

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


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 and Fees

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