G
Granofsky Investment Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is a newly formed, state‑registered investment adviser categorized as an investment manager. Although firms in that category commonly manage pooled or institutional assets, this firm states it will provide discretionary asset management to individuals, high‑net‑worth investors, trusts, estates and business owners and currently reports no assets under management.
The firm offers discretionary portfolio management built around client goals, time horizons and risk tolerance, using modern portfolio theory and cyclical analysis to set asset allocation and security selection. It conducts quarterly account reviews, may employ options strategies as part of its programs, and recommends custody and execution services through a national custodian (Charles Schwab).
Distinctive features disclosed in the brochure include that the firm’s principal spends approximately 40% of his time on an outside property management business, a material outside activity the firm says does not create a conflict. The firm also does not vote client proxies, does not sponsor wrap fee programs, and discloses receipt of custodial benefits/soft‑dollar services — practices that differ from many peers and may be relevant to prospective institutional or pooled clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually (negotiable)
Main office location
Granofsky Investment Advisory LLC
Delray Beach FL, United States
Number of offices
1
Most active in
Granofsky Investment Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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