Daniel Mark Laimon
Investment adviser representative at Trivant Custom Portfolio Group LLC
23 yearsExperience
2 statesRegistered in
$239.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Trivant Custom Portfolio Group, LLCNov 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Trivant Custom Portfolio Group LLC
$239.4MAssets managed
196Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4739072
- Firm CRD
- 129803