G & R Financial Solutions LLC
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 332634
- Website
- grfinancialsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60%
- Individuals40%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
G & R Financial Solutions LLC is an independent, individually owned advisory firm organized as an LLC that focuses on financial planning and portfolio management for individuals, families, and small-business owners. The firm offers fee arrangements that include a percentage-of-AUM model as well as hourly and fixed-fee engagements. It has an industry affiliation with an insurance company and does not present itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities14%
- Other10%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, NJ
Essex
Location
Fairfield, NJ
Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 271 Route 46 W
- Time zone
- ET (UTC-5)
- Office locations
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