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Building 2GRAND STRATEGY CAPITAL, LLC

Map pinCHARLOTTESVILLE, VA
Phone434-202-0238
NotebookSEC #801-123561
Total AUM
$137.7M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 FAULCONER DRIVE
UNIT 2C
CHARLOTTESVILLE
VA 22903
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
434-202-0238

ReceiptFinancials

Total AUM
$137.7M
Accounts
185
Discretionary
$111.3M
Accounts
179
Non-Discretionary
$26.4M
Accounts
6

ContactClients

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Individual Clients
15
AUM
$10.5M
HNW Individual Clients
31
AUM
$127M
Charitable Organization Clients
1
AUM
$229.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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