M.J. Grossnickle, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Damariscotta, Maine
CRD number
313071
Registered since
March 17, 2022

Firm profile

FINTRX

Overview

M.J. Grossnickle, LLC is organized as a limited liability company and is an SEC-registered adviser (registration year 2022). The firm is owned by an individual and is listed in the dataset with an “Unclassified” business classification. Available disclosures are sparse: it is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided detail on its advisory activities, client segments, fee schedule, or broader business activities in the source dataset. That lack of public detail makes it difficult to assess target clients, service model (discretionary portfolio management, financial planning, or other advisory services), or how the firm positions itself relative to peers.

Assets & Accounts

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

Contacts

2 of 2
  • Matthew Grossnickle

    DirectorCRD 4869879

  • Edward Kodman

    FinOpCRD 8163156

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Damariscotta, ME

Lincoln

Location

Damariscotta, ME

Headquartered in Damariscotta, ME, in the Northeast of the United States.

Region
Northeast
County
Lincoln
Address
157 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth