Grand Central Investment Group, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 172537
- Registered since
- March 4, 2015
- Website
- www.grandcentralgroup.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.44%
- Individuals12.91%
- Corporations / Businesses2.27%
- Pension & Profit Sharing Plans1.81%
- Other0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grand Central Investment Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves both individual/family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses and larger institutions. Its billing approach mixes AUM-based fees with hourly and fixed-fee arrangements. The adviser reports it is not an active ESG investor, not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
2 of 2
Charles Poe
Chief Investment OfficerCRD 2628408
Frank Cooper
Founder & Chief Exceutive OfficerCRD 53531
Contacts
1 of 1
Michelle Halpin
Senior Vice President, OperationsCRD 2209424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$55M in ETFs
100%
$54.8M
0%
$220K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) | Amplify Investments | Passive | Equity Precious Metals | $10.2M | 394,303 | 18.59% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 324 S Hyde Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SFG Wealth Advisors, LLC
RIATampa, FL
FFO Investments LLC
RIATampa, FL
Sandy Morris Financial & Estate Planning Services, LLC
RIATampa, FL
Rutherford Asset Planning, Inc.
RIATampa, FL
Stronghold Wealth Management L.L.C.
RIATampa, FL
Chesapeake Capital Corporation
RIATampa, FL