Grizzle Investment Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$4.9M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
317242
Registered since
November 12, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Grizzle Investment Management LLC operates as a limited liability company focused on portfolio management for investment companies. Established in 2021, the firm primarily serves institutional clients and employs a fee structure based on a percentage of assets under management. While the firm does not engage in ESG investing, it has carved a niche in managing investment portfolios, reflecting a commitment to delivering tailored investment strategies to its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Duane Hope

    Director & Chief Compliance OfficerCRD 7867743

Contacts

2 of 2
  • Thomas George

    Thomas George

    PresidentCRD 7452257

  • Scott Willis

    Scott Willis

    FounderCRD 5823484

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth