TRIGRAN INVESTMENTS, INC.

NORTHBROOK, Illinois·5 registered advisors·CRD# 155200
SEC# 801-724372847-656-1640
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at TRIGRAN INVESTMENTS, INC.

5 registered advisors
Bradley Fredrick Simon
NORTHBROOK, Illinois
Douglas Todd Granat
NORTHBROOK, Illinois
Lawrence Allen Oberman
NORTHBROOK, Illinois
Steven Gasul Simon
NORTHBROOK, Illinois
Steven Ross Monieson
NORTHBROOK, Illinois
05

Office Locations

NORTHBROOK, Illinois
5 advisors

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Data sourced from SEC Form ADV filings. TRIGRAN INVESTMENTS, INC. (CRD# 155200) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.