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Vice President · Trivant Custom Portfolio Group LLC

Michael C. Harris

CRD 4699319 · 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 Michael C. Harris on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Michael’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

  • Daniel M. LaimonManaging Member, Trivant Custom Portfolio Group LLC
  • John B. BarberChief Investment Officer/chief Compliance Officer, 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.