1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TREMONTE FINANCIAL CONSULTANTS

Map pinTRAVERSE CITY, MI
Phone(231) 486-6050
NotebookSEC #801-114221
Total AUM
$20M
Employees
1
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1014 6TH STREET
SUITE 101
TRAVERSE CITY
MI 49684
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(231) 486-6050

ReceiptFinancials

Total AUM
$20M
Accounts
139
Discretionary
$20M
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
53
AUM
$11.7M
HNW Individual Clients
4
AUM
$8.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account