Grand Central Financial Planning
Firm details
- Headquarters
- New York, New York
- CRD number
- 300197
- Website
- grandcentralfp.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Grand Central Financial Planning is organized as a limited liability company owned by an individual and operates as a registered representative of a broker-dealer while providing fee-based financial planning services. The firm charges clients on an hourly or fixed-fee basis rather than operating primarily on asset-based fees. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator; it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Andrew Kleinberg
Managing DirectorCRD 1814875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 1407 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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