Gramercy Park Wealth Advisors, LLC

Broker-DealerFINRA MemberEst. 2014

Total AUM

$108M

Discretionary

0% of AUM

Accounts

333

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Nashville,
CRD number: 170171
Registered since: November 18, 2014
Website: www.gpwealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.85%
Individuals24.15%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gramercy Park Wealth Advisors, LLC is an SEC-registered limited liability company that operates as an independent broker-dealer and provides advice primarily to individual and family clients. The firm has been registered since 2014 and is owner-operated. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Gramercy Park charges on a mix of percentage-of-AUM, hourly, and fixed-fee bases and identifies itself as a capital allocator that deploys clients into external managers when appropriate. The firm is not an active ESG investor.