GRAND CENTRAL INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$196M

Discretionary

$166M

85% of AUM

Avg account

$572K

Accounts

343

Employees

5

Advisory reps

4

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

FINTRX

Overview

Grand Central Investment Group, LLC is an independent registered investment adviser founded in 2015 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm’s filings indicate it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
Public Funds/Mutual Funds13%
Cash & Cash Equivalents7%
State & Local Bonds4%
US Government Bonds3%

Owners & executives

3 of 3

CHARLES POE
Chief Investment OfficerCRD 2628408
II REYMANN
Chief Compliance OfficerCRD 2125005
FRANK COOPER
Founder & Chief Exceutive OfficerCRD 53531

Contacts

1 of 1

MICHELLE HALPIN
Senior Vice President, OperationsCRD 2209424

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$65.4M in ETFs

Passive

100%

$65.1M

Active

0%

$261K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AMPLIFY JUNIOR SILVER MINERS ETF (SILJ)	Amplify Investments	Passive	Equity Precious Metals	$11.9M	400,586	18.21%

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Primary office

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

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