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Trivelloni Asset Management, LLC (Mount Clemens)


Trivelloni Asset Management, LLC is an adviser based in Mount Clemens. It manages $1.61 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Michigan.

Trivelloni Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consultation services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trivelloni Asset Management: assets under management

The assets under management (AUM) of Trivelloni Asset Management, LLC is $1.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trivelloni Asset Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mount Clemens

The principal office where Trivelloni Asset Management, LLC performs its advisory services is located at 1589 Kingsley, Mount Clemens, MI 48043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (866) 801-2320. The normal business hours are by appointment on Monday - Friday.


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