CRD: 298562
Tremonte Financial Consultants
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2018
- Office Locations
- 1
Office Locations
About Tremonte Financial Consultants
TreMonte Financial Consultants is a Traverse City, MI wealth planning and investment management firm that emphasizes clear, jargon-free guidance through a relationship-first, one-on-one process. They work with individuals, families, and business owners on goal-based strategies with quarterly check-ins, implementing portfolios primarily with ETFs and mutual funds (including Schwab custody). A Top 5 nominee for Emerging New Business (2019).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK PILADE DALL OLMO
Chief Compliance Officer, Managing Member
- CRD
- #5138728
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,384,507 | $143,929 |
| Non-Discretionary | $0 | -- |
| Total | $63,384,507 | $143,929 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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