Groesbeck Investment Management Corp
Firm details
- Headquarters
- Glen Rock, New Jersey
- CRD number
- 106679
- Registered since
- September 24, 1993
- Website
- www.groesbeckim.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.74%
- Charitable Organizations20.24%
- Individuals6.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Groesbeck Investment Management Corp is an independent, individually owned registered investment adviser. The firm is SEC-registered (initial registration in 1993) and bills clients on a percentage-of-assets basis. Its advisory work is focused on discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm reports a preference for equity investments and 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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Rock, NJ
Bergen
Location
Glen Rock, NJ
Headquartered in Glen Rock, NJ, 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
- Bergen
- Address
- 139 Harristown Rd
- Time zone
- ET (UTC-5)
- Office locations
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