Unclaimed Profile

Steven Ross Monieson

TRIGRAN INVESTMENTS, INC.·NORTHBROOK, Illinois

Clean recordTRIGRAN INVESTMENTS, INC.

630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 3090241Firm CRD# 155200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Ross Monieson · NORTHBROOK, IL

Registration

CRD #3090241 · TRIGRAN INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Ross Monieson 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRIGRAN INVESTMENTS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIGRAN INVESTMENTS, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3090241

Firm CRD# 155200

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Ross Monieson offer?

Steven Ross Monieson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Steven Ross Monieson's credentials?

Steven Ross Monieson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Ross Monieson located?

Steven Ross Monieson is based in NORTHBROOK, Illinois, working with TRIGRAN INVESTMENTS, INC.. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Steven Ross Monieson charge for services?

Steven Ross Monieson'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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