CRD: 130584
Grand Street Advisors, LLC
Kansas City, MO
8165109897
$9.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2004
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Grand Street Advisors, LLC
Grand Street Advisors, LLC is a Kansas City-based RIA. The firm has been operating for 22 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$562.5K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Foundation bridge
Client Personas
Crest unison
Investment Themes
Bridge optima
Investment Vehicles
Frontier catalyst
Services
Fusion Quantum focus Vital frontier
Owner & Executives
J
JAMES KEVIN BYRNE
Advisor, Managing Member
- CRD
- #1494111
- Ownership
- 75% or more
(329) 846-6286
summit.alpha@fusioncapital.com
in linkedin.com/in/harbor-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,000,000 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
18.9% Cash:
23.5% Public Funds:
11.5% Corporate - Investment Grade:
28.3% Corporate - Non-Investment Grade:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,021,439,454 | 18.9% |
| Cash | $1,270,043,766 | 23.5% |
| Public Funds | $621,510,779 | 11.5% |
| Corporate - Investment Grade | $1,529,456,961 | 28.3% |
| Corporate - Non-Investment Grade | $961,990,598 | 17.8% |
| Total | $5,404,441,558 | 100.0% |