Gramercy Consulting Group LLC (Seattle)


Gramercy Consulting Group LLC is an adviser based in Seattle. It manages $29.03 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2013.

Gramercy Consulting Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gramercy Consulting Group: assets under management

The assets under management (AUM) of Gramercy Consulting Group LLC is $29.03 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.8 million in discretionary accounts and $10.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $341.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $930.07 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gramercy Consulting Group LLC for their services and products based on a percentage of assets under management. 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.

Based in Seattle

The principal office where Gramercy Consulting Group LLC performs its advisory services is located at 5343 Tallman Ave Nw, Seattle, WA 98107, 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 917-861-3216 or by fax 646-807-4547. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at gramercy-llc.com.