Jackson, Grant Investment Advisers, Inc.
RIASEC Registered
Total AUM
$578M
Discretionary
$578M
100% of AUM
Avg account
$6.1M
Accounts
94
Employees
8
Advisory reps
5
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 108156
- Registered since
- February 12, 1999
- Website
- jacksongrant.us
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.96%
- Individuals1.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jackson, Grant Investment Advisers, Inc. is an independent RIA serving individuals and families. It provides financial planning and portfolio management to individuals and small businesses, with fees based on assets under management and hourly charges. The firm is registered with the SEC and began registration in 1999.
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 Equities48%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents8%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$329M in ETFs
Passive
89%
$291M
Active
<1%
$37.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43.8M | 57,444 | 13.32% |
Location
Primary office
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 2 High Ridge Park
- Time zone
- ET (UTC-5)
- Office locations
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