Grinnell Capital, LLC
RIAState Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$439K
Accounts
23
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311742
- Registered since
- February 18, 2021
- Website
- www.grinnellcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.57%
- Individuals19.51%
- Charitable Organizations2.22%
- Other Investment Advisers0.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grinnell Capital, LLC is an independent, individual-owned advisory firm organized as a limited liability company. The firm is state-registered in California, Colorado, Idaho and Utah and serves both individual/family clients and institutional clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not listed as a capital allocator.
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 Equities90%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth 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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