Daniel
Laimon
Trivant Custom Portfolio Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Laimon is a financial advisor who works in San Diego, California with 19 years of relevant experience. Laimon is currently employed by Trivant Custom Portfolio Group LLC. They have spent their complete time as a financial advisor at Trivant Custom Portfolio Group Llc. Laimon has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in California and Texas. Trivant Custom Portfolio Group LLC is a financial advisory firm that has its headquarters in San Diego, CA. It manages $169 million in assets under management between its 428 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 428 customer accounts, 52% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fees are based on the type of financial services. Fee types charged by Trivant Custom Portfolio Group LLC most likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Trivant Custom Portfolio Group LLC Brokerage Details
$168,645,000
6
428
$394,030
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Daniel Laimon Work History
Daniel has been registered as a financial advisor for 19 years.*
Trivant Custom Portfolio Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Laimon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trivant Custom Portfolio Group LLC
Thousand Oaks, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
