Grandfield & Dodd, LLC

RIASEC RegisteredEst. 2001
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$1.3M
Accounts
1,763
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
110971
Registered since
March 1, 2001
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.03%
  • Individuals32.13%
  • Charitable Organizations1.76%
  • Corporations / Businesses1.08%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grandfield & Dodd, LLC is an independent registered investment adviser formed in 2001 and structured as an LLC owned by an individual. The firm serves both individual/family and institutional clients, offering portfolio management services for private individuals, small businesses and for businesses or institutions. Its fee arrangements include both percentage-of-assets and fixed-fee structures. The firm identifies as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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: Exchange Traded Equities 80%, Cash & Cash Equivalents 9%, State & Local Bonds 5%, Public Funds/Mutual Funds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents9%
  • State & Local Bonds5%
  • Public Funds/Mutual Funds3%
  • US Government Bonds2%

Contacts

3 of 4

  • Cheryl Grandfield

    Co-Founder and PrincipalCRD 2191534

  • Tae-gene Cho

    Tae-gene Cho

    PrincipalCRD 2684762

  • Jeffrey Macdonagh

    Jeffrey Macdonagh

    PrincipalCRD 5010118

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$32.7M in ETFs

Passive

96%

$31.4M

Active

4%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.6M3,4607.90%
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Location

Primary office

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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth