Grubman Financial Consulting, Inc is a large advisory firm based in Berkeley. It manages $180.72 million of regulatory assets for 598 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, District of Columbia, Florida, and 8 other states.
Grubman Financial Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and income tax preparation. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Grubman Financial Consulting, Inc is $180.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 358% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Grubman Financial Consulting, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Grubman Financial Consulting, Inc performs its advisory services is located at 2040 Bancroft Way, Berkeley, CA 94704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-883-1350 or by fax 510-548-3148. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.grubmanfinancial.com.