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Harrison G

Series 65

Palm Beach Gardens, FL

The Grimm Group

Harrison Grimm is the principal and sole advisor at The Grimm Group, an independent firm based in Palm Beach Gardens, FL. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, he is the founder and CEO of two consumer product companies, Trailer Jack 360 and The Fan-Brand Inc. He is also an MBA partner and Director of Investment Relations for 99 Tartans, a student-run investment syndicate linked to Carnegie Mellon University startups. The Grimm Group provides discretionary portfolio management and financial planning services to individuals, families, trusts, and small business owners. The firm follows a passive, index-based investment approach focused on low-cost broad-market ETFs and index mutual funds, managing accounts on a discretionary basis within client objectives and documented restrictions.

Passive / index investing Tax-loss harvesting Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)
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