← Back to search
TREMONT STREET ADVISORS, LLC
CRD 172984
4440 W MAIN STREET, LEAGUE CITY, TX, 77573, United States
Phone
(281)386-3692
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.2M
Discretionary AUM
$55.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $19.3M |
| High net worth individuals | 13 | $41.4M |
| Pension/profit sharing plans | 13 | $8.1M |
| Charitable organizations | 1 | $501K |
Official SEC filing: View on IAPD