Tremonte Financial Consultants

RIASEC RegisteredEst. 2018

Total AUM

$63.4M

Discretionary

$63.4M

100% of AUM

Avg account

$159K

Accounts

398

Employees

Advisory reps

Firm details

Headquarters: Traverse City, Michigan
CRD number: 298562
Registered since: October 31, 2018
Website: www.tremontefinancial.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.74%
Individuals37.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Tremonte Financial Consultants is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm focuses on individual and family clients and provides comprehensive financial planning along with portfolio management for individuals, small businesses and institutions; it also offers pension consulting. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Tremonte does not position itself as an ESG investor and maintains an industry affiliation with an accountant.