Gillespie Robinson & Grimm Inc

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CAFR Data
Gillespie Robinson & Grimm Inc
CRD #104623
SEC #801-6449
CIK #
AUM $1.4 BB (100% Disc, 100% US, 2020-03-16)
Employees9 (44% Investors, 0% Brokers)
Phone203-629-2800
Address80 Field Point Rd
Greenwich, CT 06830-6416
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1355108481354227101999200620132021
Sector Issuer Cap ($MM) Value ($MM)
V 411,370.0 30.6
JNJ 381,110.0 30.4
AAPL 1,372,810.0 29.2
BDX 67,290.0 28.3
BAC 210,640.0 27.4
ECL 59,170.0 26.9
FB 661,560.0 26.6
DG 45,360.0 26.4
DNKN 5,360.0 25.9
NKE 150,250.0 25.5
View All
Holdings by Sector ($)
0.80.60.50.30.20.02014201620182020
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Highline Wealth Management LLC
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V Wealth Advisors LLC
KS 1.3
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