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TREMONTE FINANCIAL CONSULTANTS, LLC
TREMONTE FINANCIAL CONSULTANTS, LLC
TREMONTE FINANCIAL CONSULTANTS
TRAVERSE CITY, Michigan
·
1 registered advisor
·
CRD# 298562
SEC# 801-114221
0
(231) 486-6050
01
Firm Overview
AUM
$20M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TREMONTE FINANCIAL CONSULTANTS, LLC
1 registered advisor
Derek Pilade Dall Olmo
TRAVERSE CITY, Michigan
CRD# 5138728
05
Office Locations
TRAVERSE CITY, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. TREMONTE FINANCIAL CONSULTANTS, LLC (CRD# 298562) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.