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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2020
- Office Locations
- 1
Office Locations
About Grosse Point Capital Management
Grosse Point Capital Management is an Evanston, IL RIA providing comprehensive financial planning plus investment and insurance management for productive individuals, families, and closely held businesses. The firm emphasizes a quantitative, financial-science approach (its “AssumeSmart” framework) with forward-looking capital market and inflation assumptions updated quarterly. As independent insurance brokers and fiduciary advisors, they keep insurance planning in-house and do not take commissions on investments or variable annuities.
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Owner & Executives
MICHAEL SCOTT BLOOM
Managing Member
- CRD
- #2553778
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,465,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,465,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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