G
$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
-- Park City UT
About Grinnell Capital, LLC
Grinnell Capital, LLC is a Park City-based RIA. The firm has been operating for 5 years. Managing $10.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
51 AVG AGE
$10.1M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
FRANK B GRINNELL
Chief Compliance Officer, Managing Member
- CRD
- #4246539
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,106,439 | $245,180 |
| Non-Discretionary | $0 | -- |
| Total | $10,106,439 | $245,180 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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