Granercy Advisors, L.L.C. is a large advisory firm based in Greenwich. It manages $123.2 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Florida, and 5 other states.
Granercy Advisors, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Granercy Advisors, L.L.C. is $123.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Granercy Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marc Andre Helie has been acting as President since 1 Jun 1998. Jay Alexander Johnston joined the executive team most recently as the Managing Director.
The principal office where Granercy Advisors, L.L.C. performs its advisory services is located at 545 Steamboat Road, 1 St Floor, Greenwich, CT 06830, 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 203-422-5015 or by fax 203-422-0592. The normal business hours are 7:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.gramercyadvisors.com.