A complete list of active advisors currently associated with Grand Street Advisors, LLC

Warmer can help you find a great advisor at Grand Street Advisors, LLC or one who fits your needs even better.

Grand Street Advisors is a small, state‑registered independent advisory firm that serves individuals, retirement plans, trusts, banks and other business entities, managing roughly $9 million for about 16 clients. The firm provides portfolio management (reported as non‑discretionary for all accounts), one‑time advisory consulting, and pension consulting services. The firm typically operates with client‑directed trading, obtaining client approval before executing trades and using a mix of fundamental, technical and charting analysis to construct customized asset allocations. Portfolios are tailored to clients’ income needs and risk tolerances and may include individual equities, bonds, REITs, preferred stocks, limited partnerships, ETFs, mutual funds and closed‑end funds rather than following a standardized model. Compared with many independent peers, Grand Street Advisors emphasizes non‑discretionary management and maintains a formal pension‑consulting practice that includes plan reviews, drafting or maintaining investment policy statements, participant education and ERISA‑focused monitoring. The firm is a solo adviser practice with principal experience in broker‑dealer roles and multiple industry registrations, which informs its work with institutional plan fiduciaries and smaller, highly customized client relationships.

To learn more about the advisors currently working at Grand Street Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Byrne	Kansas City, MO	27

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