Trigran Investments, Inc
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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
Number of Advisors
Disclosures
Office Location
Trigran Investments, Inc by the Numbers

$1.1 billion

10

17

$65.4 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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