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Managing Member · Trivant Custom Portfolio Group LLC

Daniel M. Laimon

CRD 4739072 · Named on Form ADV at one SEC-registered adviser

At a glance

Trivant Custom Portfolio Group LLC, an SEC-registered wealth manager based in SAN Diego, CA with $239 million in regulatory assets, lists Daniel M. Laimon on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John B. BarberChief Investment Officer/chief Compliance Officer, Trivant Custom Portfolio Group LLC
  • Michael C. HarrisVice President, Trivant Custom Portfolio Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.