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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-2012
- Office Locations
- 1
Office Locations
About Tryon Investments, LLC
Tryon Investments, LLC is an independent, fee-based RIA in North Liberty, Iowa providing wealth management and financial planning with a strict fiduciary, low-cost approach. Portfolios are built primarily with ETFs, complemented by stocks, bonds, and select private placements (Reg A+/Reg D) for accredited investors. Uses Charles Schwab as an independent custodian and offers a complimentary portfolio analysis and Social Security timing review.
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Investment Themes
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Owner & Executives
MICHAEL WILLIAM TRYON SR.
Chief Compliance Officer, Managing Member
- CRD
- #5738385
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,446,519 | -- |
| Non-Discretionary | $1,022,968 | -- |
| Total | $103,469,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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