Overview
Assets Under Management: $65 million
Headquarters: PARAMUS, NJ
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
GROESBECK INVESTMENT MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106679), GROESBECK INVESTMENT MANAGEMENT CORP is subject to fiduciary duty under federal law.
GROESBECK INVESTMENT MANAGEMENT CORP is headquartered in PARAMUS, NJ.
GROESBECK INVESTMENT MANAGEMENT CORP serves 20 high-net-worth clients according to their SEC filing dated May 27, 2025. View client details ↓
According to their SEC Form ADV, GROESBECK INVESTMENT MANAGEMENT CORP offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GROESBECK INVESTMENT MANAGEMENT CORP manages $65 million in client assets according to their SEC filing dated May 27, 2025.
According to their SEC Form ADV, GROESBECK INVESTMENT MANAGEMENT CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.11%
Average Client Assets: $2.6 million
Total Client Accounts: 34
Discretionary Accounts: 34
Regulatory Filings
CRD Number: 106679
Filing ID: 1993281
Last Filing Date: 2025-05-27 14:40:00