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TRIVEST INVESTMENT ADVISORS, LLC
TRIVEST INVESTMENT ADVISORS, LLC
CORAL GABLES, Florida
·
13 registered advisors
·
CRD# 161432
SEC# 801-74049
0
305-858-2200
01
Firm Overview
AUM
$5.6B
Regulatory assets under management
Employees
86
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at TRIVEST INVESTMENT ADVISORS, LLC
13 registered advisors
Amir Ardavan Mirheydar
CORAL GABLES, Florida
CRD# 5368814
Andrew Russ Wilson
CORAL GABLES, Florida
CRD# 4252279
Brian Robert Connell
CORAL GABLES, Florida
CRD# 4902960
Daniel Francis Rogan
CORAL GABLES, Florida
CRD# 6343470
David Aaron Gershman
CORAL GABLES, Florida
CRD# 5059820
Forest Tomlinson Wester
CORAL GABLES, Florida
CRD# 6178985
Jon Edward Elias
CORAL GABLES, Florida
CRD# 6029024
Jorge Alberto Gross
CORAL GABLES, Florida
CRD# 4430982
Peter Vandenberg Jr.
CORAL GABLES, Florida
CRD# 6029027
Richard Harold Moran
CORAL GABLES, Florida
CRD# 2385245
Stephen H Reynolds
CORAL GABLES, Florida
CRD# 5472868
Todd Vernon Jerles
CORAL GABLES, Florida
CRD# 4788568
Troy David Templeton
CORAL GABLES, Florida
CRD# 6029020
05
Office Locations
CORAL GABLES, Florida
13 advisors
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Data sourced from SEC Form ADV filings. TRIVEST INVESTMENT ADVISORS, LLC (CRD# 161432) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.