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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FusionSignal element +more
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About G & R Financial Solutions LLC
G&R Financial Solutions is a New Jersey registered investment advisor providing comprehensive financial planning and wealth management for affluent individuals, entrepreneurs, and families. The firm uses technology to implement tax-conscious, data-driven portfolio design and retirement income strategies, including Social Security and Medicare planning. It also supports estate and business-owner planning plus insurance-based risk management.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Richard Paul Gryzmolowicz
Managing Member
- CRD
- #5811577
- Ownership
- 50% but less than 75%
GIUSEPPE ROVECCIO
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6062231
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $79,380,227 | 13.9% |
| Equity - Exchange | $190,740,977 | 33.4% |
| Other | $174,179,635 | 30.5% |
| U.S. Government/Agency | $87,946,439 | 15.4% |
| Cash | $38,833,492 | 6.8% |
| Total | $571,080,770 | 100.0% |