Trigran Investments, Inc
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Trigran Investments, Inc operates as an advisory company headquartered in Northbrook, Illinois. Trigran Investments, Inc manages $1.1 billion in total assets throughout 17 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 8 financial advisors. Trigran Investments, Inc is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like equities, options and bonds.
Trigran Investments, Inc administers all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell decisions without requiring the client's authorization. The investment advisory firm administers an average of $65.4 million in assets for every client account. The typical advisor at Trigran Investments, Inc administers around two client accounts, placing it among the most personalized firms in the country.
The firm's headquarters is at 630 Dundee Road, Suite 230, Northbrook, Illinois 60062. Trigran Investments, Inc is allowed to provide services to investors throughout a few states, including Colorado and Illinois.
Assets Under Management
Number of Advisors
Trigran Investments, Inc by the Numbers
Fees for financial advice are based on which service is provided. Fee types billed by the company most likely are comprised of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Trigran Investments, Inc works with pooled investment vehicles. Out of its 17 clients, Trigran Investments, Inc's biggest client group by number of accounts is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Trigran Investments, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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