TRIVEST INVESTMENT ADVISORS, LLC

2811 Ponce De Leon Blvd
Suite 400
Coral Gables, Florida 33134-6917
Tel: 305-858-2200

About TRIVEST INVESTMENT ADVISORS, LLC

TRIVEST INVESTMENT ADVISORS, LLC, formally registered with the SEC as TRIVEST INVESTMENT ADVISORS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

TRIVEST INVESTMENT ADVISORS, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $5,646,516,904 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 86 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161432
SEC#	801-74049
Assets Managed by Firm	$5,646,516,904
No. of Clients	14
No. of Advisors	86

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$5,646,516,904

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