|
⚲
|
| Grodman Financial Group LLC
✚
|
|
|---|---|
| CRD # | 116867 |
| SEC # | 801-77660 |
| CIK # | |
| AUM | $5.8 MM (2023-03-31) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 603-647-9999 |
| Address | 40 South River Road Bedford, NH 03110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 5.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 5.8 |
| By Discretionary | ||
| Discretionary | 45 | 5.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 45 | 5.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tenjin Ai Capital Advisors LLC
✚
|
NY | 0.0 |
|
Echelon Partners USA Inc
✚
|
0.0 | |
|
Tradingvalley Inc
✚
|
0.0 | |
|
Mandeville Private Client USA Inc
✚
|
0.0 | |
|
Cystein Management LLC
✚
|
0.0 | |
|
WealthJar Investment Advisory LLC
✚
|
HI | 0.0 |
|
Peace of MIND Private Wealth Management LLC
✚
|
MI | 0.0 |
|
Fiduciary Investment Trusts LLC
✚
|
KS | 0.0 |
|
Christmas Corporation
✚
|
0.0 | |
|
TSP Financial LLC
✚
|
FL | 0.0 |