G & R Investment Consultants Inc (Pittsburgh)

G & R Investment Consultants Inc is a large advisory firm based in Pittsburgh. It manages $1.08 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

G & R Investment Consultants provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G & R Investment Consultants: assets under management

The assets under management (AUM) of G & R Investment Consultants Inc is $1.08 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 37% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 29% of the firm’s portfolio. Investments in state and local bonds form 5% of the total invested assets.

What kind of clients John Wayne Grace serves?

The only and largest group of clients of John Wayne Grace is banking or thrift institutions with 12 clients and $1.08 billion of assets under management. Among the 11 most similar advisory firms, G & R Investment Consultants has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $1.08 billion for 12 clients. None of the firm’s clients are foreign persons or businesses.

G & R Investment Consultants doesn't advise any private funds.

Careers at G & R Investment Consultants Inc

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Wayne Grace has been acting as President since 1 Mar 1980. Kenneth Robert Rieger joined the executive team most recently as the Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wayne Grace	President/ chief compliance officer	1 Mar 1980	75% - 100%	4379321
Kenneth Robert Reiger	Vice president	1 Mar 1980	50% - 75%	4379340
Martin Adam Ashoff	Vice president	1 Jul 1986	Other	4380592
Kenneth Robert Rieger	Vice president/chief compliance officer	1 Sep 2005	50% - 75%	4379340

Based in Pittsburgh

The principal office where G & R Investment Consultants Inc performs its advisory services is located at 3355 Babcock Blvd, Pittsburgh, PA 15237 2421, 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 412-367-7300. The normal business hours are 9am-5pm on Monday - Friday.