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Steven Ross Monieson

TRIGRAN INVESTMENTS, INC.·NORTHBROOK, Illinois
Unclaimed Profile
630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 3090241Firm CRD# 155200
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
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# 3090241
Firm CRD# 155200
No disclosures on file
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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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