TREMONTE FINANCIAL CONSULTANTS

Overview

Tremonte Financial Consultants is an independent, owner-managed RIA that focuses on serving individuals and family clients with a mix of financial planning and discretionary portfolio management. The firm’s ADV lists core services as financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements. Investment activity centers on liquid equity exposures alongside allocations to third-party alternative funds. Tremonte operates entirely on a discretionary basis across its reported assets, indicating portfolio decisions are regularly made by the firm on behalf of clients. The firm is not an active ESG investor according to its disclosure, and it is classified as a single-state adviser on file. Tremonte was SEC-registered in 2018 and is organized as a limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices