Tremonte Financial Consultants

RIAState Registered

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, owner-operated advisory firm organized as an LLC that serves individual and family clients. The firm is newly formed and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutional/business clients. Billing options include a percentage of assets under management, hourly fees and fixed-fee engagements. The firm lists an affiliation with accounting professionals and indicates it does not prioritize ESG as part of its investment approach.