Investment adviser · CRD 298562
TREMONTE FINANCIAL CONSULTANTS
Investment adviser filing (IA)
TREMONTE FINANCIAL CONSULTANTS, LLC
TRAVERSE CITY, MI, United States · Form ADV filed Jan 17, 2019
- Regulatory AUM
- $20M Form ADV · Item 5.F
- Client accounts
- 139 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 53 | $11,687,309 | 58.4% |
| High-net-worth individuals | Fewer than 5 | $8,318,882 | 41.6% |
Filing source
Form ADV 1266017 · Jan 17, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 17, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1014 6TH STREET, SUITE 101TRAVERSE CITY, MI, 49684, United States
CRD 298562
Filing source
Form ADV 1266017 · Jan 17, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.