Grandfund Investment Group, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Reno, Nevada
CRD number
143253
Registered since
July 24, 2007

Firm profile

FINTRX

Overview

Grandfund Investment Group, LLC is organized as a limited liability company and has been SEC-registered since 2007. The firm is owner-operated (individual owner) and is classified as "unclassified" in the available regulatory snapshot. The profile indicates the firm does not act as a capital allocator and is not identified as a multi-state adviser, pension consultant, or related adviser. The firm provided limited public detail about its business model: fields for client base, fee structure, business and advisory activities were left blank in the source data.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Donald Bertucio

    PartnerCRD 1314696

  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
12500 Fieldcreek Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth