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Lawrence Allen Oberman

TRIGRAN INVESTMENTS, INC.·NORTHBROOK, Illinois
Clean recordTRIGRAN INVESTMENTS, INC.
630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 5874407Firm CRD# 155200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Allen Oberman · NORTHBROOK, IL
Registration
CRD #5874407 · TRIGRAN INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Allen Oberman is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with TRIGRAN INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRIGRAN INVESTMENTS, INC.
TRIGRAN INVESTMENTS, INC.
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at TRIGRAN INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5874407
Firm CRD# 155200
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Allen Oberman offer?
Lawrence Allen Oberman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Lawrence Allen Oberman's credentials?
Lawrence Allen Oberman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Allen Oberman located?
Lawrence Allen Oberman is based in NORTHBROOK, Illinois, working with TRIGRAN INVESTMENTS, INC.. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Lawrence Allen Oberman charge for services?
Lawrence Allen Oberman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIGRAN INVESTMENTS, INC.?
TRIGRAN INVESTMENTS, INC. has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRIGRAN INVESTMENTS, INC.

Douglas Todd Granat
NORTHBROOK, IL
Steven Gasul Simon
NORTHBROOK, IL
Bradley Fredrick Simon
NORTHBROOK, IL
Steven Ross Monieson
NORTHBROOK, IL

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Research
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