Tetrant Financial

Overview

Tetrant Financial LLC operates as a non-independent retail registered investment adviser focused on individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, alongside educational seminars and workshops. It also conducts insurance brokerage activity and is affiliated with a law firm, reflecting a hybrid advisory and professional-services model. Tetrant reports being an active ESG investor, suggesting environmental, social, and governance factors are incorporated into its investment process. The firm is structured as a limited liability company and is owned by a domestic entity and an individual. It does not position itself as a capital allocator or pension consultant, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives