Tremonte Financial Consultants

Tremonte Financial Consultants (CRD# 298562) is a financial advisory firm headquartered in Traverse City, MI. They manage $47,165,102 in 339 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1014 6th Street, Suite 101, Traverse City, MI 49684
https://www.facebook.com/tremontetc/
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $139,130
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Tremonte Financial Consultants
Showing 1 - 2 of 2 top financial advisors.
1
Derek Dall Olmo, financial advisor Traverse City MI
Derek P. Dall Olmo
CRD#: 5138728
1014 6th Street, Suite 101, Traverse City, MI 49684
Derek Dall Olmo (CRD# 5138728) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry. Derek Dall Olmo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Karrie Schell, financial advisor Traverse City MI
Karrie J. Schell
CRD#: 5948176
1014 6th Street, Suite 101, Traverse City, MI 49684

Karrie Schell (CRD# 5948176) is an Investment Advisor Representative working at Tremonte Financial Consultants in Traverse City, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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