Grand Street Advisors, LLC
RIASEC Registered
Total AUM
$9M
Discretionary
$0
0% of AUM
Avg account
$176K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130584
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals57.78%
- HNWI42.22%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Grand Street Advisors, LLC is an LLC that provides portfolio management for individuals and small businesses and offers pension consulting services. The firm serves individual and family clients and bills using a combination of a percentage of assets under management and hourly fees. It is owner-operated at the individual level, does not self-identify as an active ESG investor, and is not positioned as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities56%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds4%
Contacts
1 of 1James Byrne
OwnerCRD 1494111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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