Grandfield & Dodd

Is this your firm? Verify your profile

Trust Score 97%
Trust Score  info_outline

Grandfield & Dodd, federally registered in 2001, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 1 advisors. Grandfield & Dodd manages $1.2 billion and provides investment advisory services for 548 clients (1:548 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Cheryl Lee Grandfield
Avg Advisor Trust Score 98
Avg Advisor Years Registered 8
Minimum Investment $1,000,000
Average Client Balance $2,217,719
Total AUM $1.2 billion
Advisor / Client Ratio 1:548
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 110971)
State(s) Registered CA, CO, CT, DE, DC, FL, IL, LA, MD, MA, NH, NJ, NM, NY, PA, RI, TN, TX, VT, VA, WA

Questions & Answers

Get answers about Grandfield & Dodd

Ask a question question_answer