Grandfield & Dodd, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 110971
- Registered since
- March 1, 2001
- Website
- grandfield-dodd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.03%
- Individuals32.13%
- Charitable Organizations1.76%
- Corporations / Businesses1.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grandfield & Dodd, LLC is an independent registered investment adviser that has been SEC-registered since 2001 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on discretionary portfolio management for private clients, small businesses and institutional accounts. Compensation arrangements include asset-based fees alongside fixed-fee engagements. According to filings the firm identifies as an active ESG investor, indicating it incorporates environmental, social or governance factors into its investment approach.
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 Equities80%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 4
Tae-gene Cho
PrincipalCRD 2684762
Jeffrey Macdonagh
PrincipalCRD 5010118
Andrea Netcher
PrincipalCRD 4954372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$32.7M in ETFs
96%
$31.4M
4%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.6M | 3,460 | 7.90% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 28 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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