TRADITION INVESTMENT MANAGEMENT, LLC

TRADITION INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 325015). Regulatory assets under management: $21.4M.

Registration

• CRD: 325015
• Type: Registered investment adviser
• Phone: 973-699-3890
• Latest filing: 2026-04-14
• Regulatory AUM: $21.4M
• Discretionary AUM: $17.8M
• Non-discretionary AUM: $3.6M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search