GROESBECK INVESTMENT MANAGEMENT CORP

RIASEC RegisteredEst. 1993

Total AUM

$54.7M

Discretionary

$54.7M

100% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PARAMUS, 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

FINTRX

Overview

Groesbeck Investment Management Corp is a privately owned advisory firm that has been SEC-registered since 1993 and operates under an individual ownership structure. The firm provides fee-based portfolio management primarily on a percentage-of-AUM basis and serves both high-net-worth individuals and family clients as well as institutional/business accounts. Its advisory mandate focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Groesbeck does not identify as an active ESG investor and does not advertise pension consulting or multi-state adviser activity.