RIA Intel›Advisers›Michigan›TREMONTE FINANCIAL CONSULTANTS, LLC

TREMONTE FINANCIAL CONSULTANTS, LLC

Advisory

TRAVERSE CITY, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MI

#470

of 521 advisers by AUM

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$159K

across 398 accounts

AUM per adviser

$63M

1 adviser

Filing history

4

filings since 2018

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

2

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients136

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingOct 1, 2018

Latest FilingMar 26, 2026

Full AUM trend chart and 4 historical filings spanning 8+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

11th percentile

Composite rank among MI advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

136 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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CRDV GROUP OF COMPANIES

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$62M

0.0% 1Y

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