Jackson, Grant Investment Advisers, Inc.
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 registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, billing clients through a combination of percentage-of-AUM fees and hourly charges. Founded and SEC-registered in 1999, the firm is owner-operated and does not position itself as a capital allocator or pension consultant. It does not self-identify as an active ESG investor and appears to have a single-state regulatory footprint.
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 Equities48%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents8%
- US Government Bonds4%
Contacts
3 of 5Ryan Flynn
AssociateCRD 7041356
Daniel Van Rooyen
Senior Vice PresidentCRD 6031474
Robert Carroll
Senior Vice PresidentCRD 6294302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$334M in ETFs
89%
$296M
<1%
$37.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43.1M | 57,747 | 12.92% |
Location
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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