CRD: 135745
Granderson Wealth Management Group INC
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- Custodian
- Assetmark · ETC Brokerage · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2005
- Office Locations
- 1
Office Locations
About Granderson Wealth Management Group INC
GRAnderson Wealth Management Group provides goal-based financial planning and customized investment strategies, with a particular emphasis on assessing and using alternative investments when appropriate (e.g., real estate, commodities, hedge funds). The firm supports retirement planning and 401(k) rollovers during job changes, plus tax, estate, trust, insurance, and 529 college-savings planning. Founder Gregory Anderson also hosts the Grand Turbo Moneycast podcast.
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
GREGORY ROBERT ANDERSON
Certified Financial Planner, PRINCIPAL
- CRD
- #1722546
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,500,000 | -- |
| Non-Discretionary | $1,100,000 | -- |
| Total | $25,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $122,429,405 | 19.9% |
| Cash | $49,217,851 | 8.0% |
| Equity - OTC | $154,421,009 | 25.1% |
| Corporate - Investment Grade | $47,987,405 | 7.8% |
| Private Funds | $62,137,537 | 10.1% |
| Corporate - Non-Investment Grade | $60,907,091 | 9.9% |
| Municipal Bonds | $56,600,529 | 9.2% |
| U.S. Government/Agency | $61,522,316 | 10.0% |
| Total | $615,223,143 | 100.0% |