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Building 2TRIVEST INVESTMENT ADVISORS, LLC

Map pinCORAL GABLES, FL
Phone305-858-2200
NotebookSEC #801-74049
Total AUM
$6B
Employees
100
Clients
19

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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