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TRYON INVESTMENTS, LLC
CRD 162292
745 COMMUNITY DRIVE, SUITE E, NORTH LIBERTY, IA, 52317, United States
Phone
319-665-5050
Fax
319-665-5155
Registration
— (—)
Source
State registered
Total AUM
$103.5M
Discretionary AUM
$102.4M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 430 | $91.1M |
| High net worth individuals | 27 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD