Trigran Investments, Inc

CRD#155200
Investment Advisor Firm

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Learn more about Trigran Investments, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    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

    $1.1 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    630 Dundee Road, Suite 230
    Northbrook, IL 60062

    Trigran Investments, Inc by the Numbers

    Total Assets Under Management

    $1.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    17

    National Average: 375,227
    Average Account Size

    $65.4 million

    National Average: $23.0 thousand
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    Fee Structure

    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.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show 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

      Performance-based

      Show Explanation

      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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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

      Commissions

      Show Explanation

      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

      Subscription

      Show Explanation

      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

      Show Explanation

      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

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    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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    Disclosures

    Trigran Investments, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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