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TREMONTE FINANCIAL CONSULTANTS
TREMONTE FINANCIAL CONSULTANTS, LLC
CRD 298562 · SEC 801-114221
1014 6TH STREET, SUITE 101, TRAVERSE CITY, MI, 49684, United States
Phone
(231) 486-6050
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.4M
Discretionary AUM
$63.4M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $23.6M |
| High net worth individuals | 21 | $39.8M |
All web addresses on file
Official SEC filing: View on IAPD