CRD: 135364
TRI-Quest Investment Advisors
$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2005
- Office Locations
- 1
Office Locations
7946 N Maple AVE #113 Fresno CA
About TRI-Quest Investment Advisors
TRI-QUEST INVESTMENT ADVISORS is a Fresno, CA retail RIA providing financial planning, tax planning, estate planning support, and insurance/annuity guidance for individual clients, including entrepreneurs. Client portfolios are primarily public funds with some ETF exposure, and the firm reports custody through Merrill Lynch.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$218.6K AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
OZEME JEANNE BONNETTE COOLEY
President
- CRD
- #4169523
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,074,027 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,074,027 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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