Investment adviser · CRD 149379

TRIVELLONI ASSET MANAGEMENT

Investment adviser filing (IA)

TRIVELLONI ASSET MANAGEMENT, LLC

· Form ADV filed Jul 13, 2012

Regulatory AUM
$1.61M
Form ADV · Item 5.F
Client accounts
71
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jul 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

CRD 149379

Filing source

Form ADV 659546 · Jul 13, 2012 · 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.