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Home > Retirement Planners > illinois > northbrook > TRIGRAN INVESTMENTS, INC.
TRIGRAN INVESTMENTS, INC.
630 Dundee Road
Suite 230
Northbrook, Illinois 60062
Tel: 847-656-1640
About TRIGRAN INVESTMENTS, INC.
TRIGRAN INVESTMENTS, INC, formally registered with the SEC as TRIGRAN INVESTMENTS, INC. The firm was established in 06/22/2011. They have over 3 offices throughout the country.
TRIGRAN INVESTMENTS, INC. is a Northbrook, Illinois based Financial Planning firm with nearly $1,143,305,769 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155200 |
| SEC# | 801-72437 |
| Assets Managed by Firm | $1,143,305,769 |
| No. of Clients | 17 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $1,143,305,769 |
| High net worth individuals | Fewer than 5 clients | $19,425,104 |
| Pension and profit sharing plans | Fewer than 5 clients | $92,924,984 |
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