Groesbeck Investment Management Corp
Firm details
- Headquarters
- Glen Rock, New Jersey
- CRD number
- 106679
- Registered since
- September 24, 1993
- Website
- www.groesbeckim.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.74%
- Charitable Organizations20.24%
- Individuals6.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Groesbeck Investment Management Corp. is an independent registered investment adviser organized as a corporation and registered with the SEC since 1993. The firm is owned by an individual and manages portfolios for both private clients (individuals and families, including small businesses) and institutional/business clients. Compensation is charged as a percentage of assets under management. The firm’s advisory scope on regulatory filings is limited to discretionary portfolio management rather than broader capital allocation or pension consulting services. Groesbeck is not identified as an active ESG investor and does not present itself as a multi-state adviser.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Robert Groesbeck
Founder, Senior Portfolio ManagerCRD 4360339
Theodore Groesbeck
PresidentCRD 2208426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$275K in ETFs
46%
$125K
0%
$150K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF (CERY) | State Street | $50K | 1,490 | 18.18% |
Location
Glen Rock, NJ
Bergen
Location
Glen Rock, NJ
Headquartered in Glen Rock, NJ, 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
- Bergen
- Address
- 139 Harristown Rd
- Time zone
- ET (UTC-5)
- Office locations
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