“database for money management team
About GRAMERCY CONSULTING GROUP LLC
GRAMERCY CONSULTING GROUP LLC is a financial consulting firm with a team of seasoned experts who provide personalized financial guidance to their clients. Since its establishment, the firm has helped countless clients achieve their financial goals through their comprehensive and tailored services.
How does the advisor help clients – Key Takeaways:
- GRAMERCY CONSULTING GROUP LLC offers personalized and comprehensive financial guidance to their clients.
- The firm has a team of experienced experts who are well-versed in various aspects of the financial industry.
- They provide tailored solutions based on each client’s unique financial needs and goals.
- GRAMERCY CONSULTING GROUP LLC also offers a range of financial services to help clients achieve their goals.
Facts and Insights:
Here are some key facts and insights about GRAMERCY CONSULTING GROUP LLC:
- In 2019, the firm had a total of $500 million in assets under management.
- They currently have a team of 10 advisors who are dedicated to providing exceptional financial guidance.
- GRAMERCY CONSULTING GROUP LLC has been in business for 15 years, established in 2005.
- The firm primarily specializes in retirement planning, investment management, and tax planning.
Assets Under Management, Number of Advisors, and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2019 | $500 million | 10 | 15 years |
Financial Services Offered:
GRAMERCY CONSULTING GROUP LLC offers a range of financial services to help clients achieve their goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types:
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation:
GRAMERCY CONSULTING GROUP LLC has a transparent fee structure that is based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and they only make money when their clients’ investments grow. They also offer hourly financial planning for those who do not need ongoing investment management services.
Background:
The team at GRAMERCY CONSULTING GROUP LLC has a combined 50+ years of experience in the financial industry. They are highly educated and have various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm prides itself on its team’s diverse backgrounds and specialties, allowing them to provide a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
GRAMERCY CONSULTING GROUP LLC has no disclosures to report regarding legal or regulatory actions. This further showcases their commitment to ethical and transparent practices in their work with clients.