James
Thompson
Trivant Custom Portfolio Group LLC
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About this Advisor
James Thompson is a financial advisor based in San Diego, California, working with Trivant Custom Portfolio Group LLC. James has previously held positions at Trivant Custom Portfolio Group and the US Navy. James has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, James is part of Trivant Custom Portfolio Group LLC, which operates out of San Diego, California. The firm has 4 employees and manages assets totaling $195.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Trivant Custom Portfolio Group LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trivant Custom Portfolio Group LLC Brokerage Details
$195,312,602
4
498
$392,194
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
James Thompson Work History
Trivant Custom Portfolio Group
Us Navy
Disclosures
Please visit the SEC profile of James Thompson 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
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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