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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
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 →

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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.
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