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GRAND CENTRAL INVESTMENT GROUP, LLC
324 S. Hyde Park Ave.
Suite 390
Tampa, Florida 33606
Tel: 813-251-4200
About GRAND CENTRAL INVESTMENT GROUP, LLC
GRAND CENTRAL INVESTMENT GROUP, LLC, formally registered with the SEC as GRAND CENTRAL INVESTMENT GROUP, LLC. The firm was established in 03/04/2015. They have over 2 offices throughout the country.
GRAND CENTRAL INVESTMENT GROUP, LLC is a Tampa, Florida based Financial Planning firm with nearly $125,613,480 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172537 |
| SEC# | 801-81080 |
| Assets Managed by Firm | $125,613,480 |
| No. of Clients | 375 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 375 | $125,613,480 |
| Individuals (other than high net worth individuals) | 197 | $42,397,277 |
| High net worth individuals | 52 | $78,829,332 |
| Pension and profit sharing plans | 3 | $1,878,307 |
| Charitable organizations | 1 | $13 |
| Corporations or other businesses | 4 | $1,492,697 |
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