AdvisorOS Directory
Claim Profile
SS

Steven Gasul Simon

TRIGRAN INVESTMENTS, INC.·NORTHBROOK, Illinois
Unclaimed Profile
630 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 5874409Firm CRD# 155200
01

About

Steven Gasul Simon 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# 5874409
Firm CRD# 155200
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTHBROOK?

Browse all registered financial advisors in NORTHBROOK, Illinois or claim this profile if it's yours.

Browse NORTHBROOK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Gasul Simon offer?
Steven Gasul Simon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Steven Gasul Simon's credentials?
Steven Gasul Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Gasul Simon located?
Steven Gasul Simon 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 Gasul Simon charge for services?
Steven Gasul Simon'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORTHBROOK
John Frederick Burnside — FREEBOARD CAPITAL, LLCSteven Emil Shebik — ALLSTATE INVESTMENT MANAGEMENT COMPANYBarry Merge Mendel — MENDEL MONEY MANAGEMENT INCBradley Adam Mendel — MENDEL MONEY MANAGEMENT INCRobert Alan Treleven — FREEBOARD CAPITAL, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile