THEGRID LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
CAMP HILL, Pennsylvania
CRD number
325618
Fee structure
Other

Firm profile

FINTRX

Overview

Thegrid LLC is organized as a limited liability company and appears to operate primarily through broker-dealer and insurance channels rather than as a traditional registered investment adviser. FINTRX shows the firm functions as a registered representative of a broker-dealer and as an insurance broker, with an owner classified as an individual. Thefirm is marked as unclassified in FINTRX’s taxonomy, uses a nonstandard fee label ("Other"), and is not identified as a capital allocator or an active ESG investor. Regulatory registration details beyond the organizational type are not provided in the source data. FINTRX also indicates the firm is not a multi-state adviser, not a pension consultant, not newly formed, and has no noted related adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • JOHN WALDRON

    Chief Compliance OfficerCRD 3268001

Contacts

1 of 1
  • ANTHONY CONTE

    Managing PartnerCRD 4838675

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMP HILL, PA

CUMBERLAND

Location

CAMP HILL, PA

Headquartered in CAMP HILL, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
CUMBERLAND
Address
2009 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth