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FIRM BROCHURE (Part 2A of Form ADV)March 18, 2016TRIGRAN INVESTMENTS, INC. 630 Dundee Road, Suite 230 Northbrook, IL 60062 Phone Number: 8476561640 Fax Number: 8476560060 Brad×trigraninc.this Brochure
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Firm brochure part 2a is typically needed by financial advisory firms, investment management companies, or any entity that provides investment advisory services.
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Firm brochure part 2a is a detailed disclosure document that investment advisory firms must provide to clients and prospective clients.
Registered investment advisory firms are required to file firm brochure part 2a with the Securities and Exchange Commission (SEC) or state securities regulators.
Firm brochure part 2a can be filled out by providing detailed information about the firm's business practices, fees, disciplinary history, and conflicts of interest.
The purpose of firm brochure part 2a is to provide clients and prospective clients with important information about the firm's operations and services.
Information that must be reported on firm brochure part 2a includes the firm's fee schedule, investment strategies, key personnel, and potential conflicts of interest.
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