Groesbeck Investment Management Corp
Firm details
- Headquarters
- Paramus, 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, privately owned RIA that has been registered with the SEC since 1993. The firm provides fee-based portfolio management to both individuals and families as well as business and institutional clients, operating on a percentage-of-AUM advisory model and managing client portfolios on a discretionary basis. Its advisory scope is centered on direct portfolio management rather than serving as an allocator to third‑party funds or acting as a pension consultant. The firm does not identify as an ESG investor and is structured as a single independent advisory corporation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Paramus, NJ
Bergen
Location
Paramus, NJ
Headquartered in Paramus, 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
- 12 N State Rt 17
- Time zone
- ET (UTC-5)
- Office locations
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