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Building 2TRIGRAN INVESTMENTS, INC.

Map pinNORTHBROOK, IL
Phone847-656-1640
NotebookSEC #801-72437
Total AUM
$533.2M
Employees
9
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 DUNDEE ROAD
SUITE 230
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
847-656-1640
Other Offices
2

ReceiptFinancials

Total AUM
$533.2M
Accounts
14
Discretionary
$533.2M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$16.5M
Pooled Vehicle Clients
2
AUM
$472.5M
Pension/Profit Sharing Plan Clients
1
AUM
$759.6K
Other Clients
1
AUM
$43.5M
Description of Other Clients
ENDOWMENTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COIL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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