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Building 2GRANDFIELD & DODD, LLC

Map pinNEW YORK, NY
Phone212-477-9626
NotebookSEC #801-60064
Total AUM
$2.2B
Employees
16
Clients
769

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 LIBERTY STREET
SUITE 5901
NEW YORK
NY 10005
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-477-9626

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,763
Discretionary
$2.2B
Accounts
1,738
Non-Discretionary
$7.9M
Accounts
25

ContactClients

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Individual Clients
559
AUM
$711.1M
HNW Individual Clients
183
AUM
$1.4B
Charitable Organization Clients
12
AUM
$38.9M
Corporation or Business Clients
15
AUM
$24M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLHIILLAMAMDMEMINCNHNJNMNYORPARITNTXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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