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TRIVEST INVESTMENT ADVISORS, LLC
Tel: 305-858-2200
2811 Ponce De Leon Blvd Suite 400
Coral Gables, Florida 33134-6917
TRIVEST INVESTMENT ADVISORS, LLC
TRIVEST INVESTMENT ADVISORS, LLC is a Coral Gables, Florida based financial advisory firm with nearly $5,646,516,904 in assets under management and provides investment advisory services for 14 clients. There are currently 86 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
161432
SEC#:
801-74049
No. of Clients:
14
Assets under Management
$5,646,516,904
No. of Advisors:
86
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