Spears Grisanti & Brown LLC is a large advisory firm based in New York. It manages $2.5 billion of regulatory assets for 438 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 10 other states.
Spears Grisanti & Brown provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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 Spears Grisanti & Brown LLC is $2.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% 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 Spears Grisanti & Brown LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
George Weissman has been acting as President since 1 Jun 1999. Susan Irene Grant joined the executive team most recently as the Chief Compliance Officer.
The principal office where Spears Grisanti & Brown LLC performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, 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 212-218-5300 or by fax 212-218-5333. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.