GRANDFUND INVESTMENT GROUP, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
RENO, Nevada
CRD number
143253
Registered since
July 24, 2007

Firm profile

FINTRX

Overview

Grandfund Investment Group, LLC is organized as a limited liability company and has been SEC‑registered as an investment adviser since 2007. The firm is owned by an individual and is listed as "Unclassified" in FINTRX's categorization. Reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, and is not designated as a multistate adviser. FINTRX records do not include descriptions of the firm's advisory activities, investment preferences, client types, or fee arrangements. Those omissions leave the firm's business model, target clients, and portfolio approach undocumented in the available data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DONALD BERTUCIO

    PartnerCRD 1314696

  • Helene Postrel

    FinOpCRD 2240945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RENO, NV

WASHOE

Location

RENO, NV

Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
12500 Fieldcreek Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth