Grand Central Investment Group, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 172537
- Registered since
- March 4, 2015
- Website
- www.grandcentralgroup.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.44%
- Individuals12.91%
- Corporations / Businesses2.27%
- Pension & Profit Sharing Plans1.81%
- Other0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grand Central Investment Group, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management for both individuals/families and institutional clients. The firm is SEC-registered and first registered in 2015. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. Grand Central reports managing portfolios for individuals, small businesses and larger business or institutional accounts. The firm does not identify itself as 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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$62.1M in ETFs
100%
$61.9M
0%
$186K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) | Amplify Investments | Passive | Equity Precious Metals | $10.7M | 391,466 | 17.21% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 324 S Hyde Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SFG Wealth Advisors, LLC
RIATampa, FL
FFO Investments LLC
RIATampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
RIATampa, FL
PFS Signature Wealth
RIATampa, FL
Rutherford Asset Planning, Inc.
RIATampa, FL
Stronghold Wealth Management L.L.C.
RIATampa, FL