Grogan Advisory Services, LLC

Overview

Grogan Advisory Services, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and concentrates client relationships on single-family and individual clients rather than institutional work. Investment activity shows a clear equity preference, with the firm using exchange-traded equities as the primary building block of client portfolios while supplementing equity exposure with third-party alternative managers when appropriate. Grogan Advisory Services, LLC does not position itself as an ESG-focused manager and operates under a single-state, single-office structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices