Grandfield & Dodd, LLC
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
FINTRXOverview
Grandfield & Dodd, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration in 2001) and is owned by an individual. Its client mix spans high‑net‑worth individuals and families as well as institutional accounts. Advisory services focus on portfolio management for individuals, small businesses and institutional/business clients. The firm charges both percentage‑of‑AUM fees and fixed fees and identifies itself as an active ESG investor. It does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities80%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$31.1M in ETFs
96%
$29.8M
4%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.6M | 3,349 | 8.20% |
Location
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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