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 registered with the SEC since 2007. The firm is owned by an individual and is classified in public records as "unclassified." Available disclosures indicate it is not a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, and does not describe itself as a pension consultant or related adviser. The firm has not provided detail on its client base, fee schedules, specific advisory activities, or areas of investment emphasis. FINTRX records also list no information under activities and affiliations. That limited disclosure constrains assessment of the firm’s target clients, investment philosophy, and product mix. Public filings should be consulted for any further due diligence (for example, the firm’s Form ADV) to confirm current services, fee arrangements, and personnel.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Donald Bertucio

    PartnerCRD 1314696

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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