Greatdane Investment LLC
RIAState Registered
Total AUM
$32.2M
Discretionary
$32.2M
100% of AUM
Avg account
$145K
Accounts
222
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 318880
- Website
- www.greatdaneinvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.98%
- Individuals48.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Greatdane Investment LLC is an independent, individually owned registered investment adviser focused on serving individual and family clients, with some small-business portfolio management. The firm provides financial planning and discretionary portfolio management and generates fees through a mix of assets-under-management charges, hourly billing, and fixed-fee arrangements. Greatdane does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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