GROSSE POINT CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$133K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
EVANSTON, Illinois
CRD number
310057
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals78.33%
  • HNWI21.67%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Grosse Point Capital Management operates as an independent Registered Investment Advisor (RIA), focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While it engages in insurance brokerage as part of its business activities, it does not actively participate in ESG investing or serve as a multi-state adviser. The firm caters to a client base comprised mainly of individuals and families, charging fees based on a percentage of assets under management (AUM) or fixed fees.

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

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • MICHAEL BLOOM

    Managing MemberCRD 2553778

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EVANSTON, IL

COOK

Location

EVANSTON, IL

Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
909 Davis St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth