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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-1986
- Office Locations
- 1
Office Locations
About Kershner, Grosso & Co.
Kershner, Grosso & Co. (KGC) is an independent Saratoga Springs, NY advisory firm providing portfolio and investment management, financial and retirement planning, company retirement plan support, and trustee/guardianship services—including administering trusts even when not the designated trustee. KGC emphasizes disciplined, research-driven investing with a focus on high-growth equities diversified with bonds and an effort to avoid high turnover.
Team overview
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Owner & Executives
CHRISTOPHER GIBSON GROSSO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
TIMOTHY PETER FONTAINE
Certified Financial Planner, RELATIONSHIP MANAGER
- CRD
- #5641302
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $825,099,702 | $582,286 |
| Non-Discretionary | $350,598 | $350,598 |
| Total | $825,450,300 | $582,123 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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