Grinnell Capital, LLC

RIAState Registered

Total AUM

$10.1M

Discretionary

$10.1M

100% of AUM

Avg account

$439K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 311742
Registered since: February 18, 2021
Website: www.grinnellcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.57%
Individuals19.51%
Charitable Organizations2.22%
Other Investment Advisers0.69%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Grinnell Capital, LLC is an independent, individual-owned advisory firm organized as a limited liability company. The firm is state-registered in California, Colorado, Idaho and Utah and serves both individual/family clients and institutional clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not listed as a capital allocator.