G & R Financial Solutions LLC

RIASEC Registered
Total AUM
$60.8M
Discretionary
$60.8M
100% of AUM
Avg account
$236K
Accounts
258
Employees
3
Advisory reps
2

Firm details

Headquarters
Fairfield, New Jersey
CRD number
332634
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI59.05%
  • Individuals40.95%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

G & R Financial Solutions LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management geared toward individuals and small businesses. Its compensation model includes asset-based fees alongside hourly and fixed-fee engagements. FINTRX classifies the firm as not a capital allocator and indicates it is not a multi-state adviser or pension consultant. The firm has an industry connection with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 14%, Other 10%, US Government Bonds 8%, Cash & Cash Equivalents 2%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities14%
  • Other10%
  • US Government Bonds8%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Richard Gryzmolowicz

    Richard Gryzmolowicz

    Managing PartnerCRD 5811577

  • Giuseppe Roveccio

    Giuseppe Roveccio

    Financial AdvisorCRD 6062231

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, NJ

Essex

Location

Fairfield, NJ

Headquartered in Fairfield, NJ, 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
Essex
Address
271 Route 46 W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth