$32.2M Total AUM
$32.2M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2022
- Office Locations
- 2
Office Locations
-- Franklin TN
-- Moline IL
About Greatdane Investment LLC
GreatDane Investment LLC is a fee-for-advice-only RIA providing comprehensive financial planning and investment portfolio construction/management for individuals and families. As a fiduciary, the firm delivers objective, transparent guidance and does not sell products or earn commissions. Public profile data indicates an ETF-focused SMA approach.
Team overview
-- AVG AGE
$16.1M AVG AUM / ADVISOR
$413.1K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Todd Richard Potter
Chief Compliance Officer, Chief Investment Officer, PARTNER, Principal
- CRD
- #4167814
- Ownership
- 75% or more
Available
Available
Available
I
ISABEL M. BIONDI
CFP, Partner
- CRD
- #7405563
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,225,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,225,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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