GRUBMAN WEALTH Overview
Grubman Wealth Management is an investment advisor that manages 257.1 MM dollars in regulatory AUM and has 8 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 263MM in positions, representing 102% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 263MM in positions, representing 102% of the manager's regulatory AUM.
GRUBMAN WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRUBMAN WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 19.41% | ETF | 15.55% | -0.02% | 0 | 5% | ||
| EFA | 8.61% | ETF | 29.41% | 1.38% | 0 | 8% | ||
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FEATURED IN
GRUBMAN WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Audrey Grubman | President & Chief Compliance Officer | March-1996 |
GRUBMAN WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GRUBMAN WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
GWM’s President/Wealth Manager Audrey Grubman and Wealth Manager/Portfolio Manager Paul Perrino work together to conduct analysis of all securities recommended for client accounts. This analysis varies depending on the security in question.
For bonds the analysis generally includes a review of:
ï‚· The embedded provisions and options;
ï‚· The maturity and duration of the issue;
ï‚· The coupon and yield of the issue;
 The issuer’s backing and insurance;
ï‚· The credit rating, outlook, and watch issued by industry credit rating agencies, such as S&P and
Moody’s; and
ï‚· Any other factors considered relevant.
For mutual funds and ETFs the analysis generally includes a review of:
 The fund’s historical risk and return characteristics;
 The fund’s associated benchmark;
ï‚...
Unlock Full Investment Process Description
GWM’s President/Wealth Manager Audrey Grubman and Wealth Manager/Portfolio Manager Paul Perrino work together to conduct analysis of all securities recommended for client accounts. This analysis varies depending on the security in question.
For bonds the analysis generally includes a review of:
ï‚· The embedded provisions and options;
ï‚· The maturity and duration of the issue;
ï‚· The coupon and yield of the issue;
 The issuer’s backing and insurance;
ï‚· The credit rating, outlook, and watch issued by industry credit rating agencies, such as S&P and
Moody’s; and
ï‚· Any other factors considered relevant.
For mutual funds and ETFs the analysis generally includes a review of:
 The fund’s historical risk and return characteristics;
 The fund’s associated benchmark;
ï‚...
Unlock Full Investment Process Description
GRUBMAN WEALTH Portfolio Concentration
GRUBMAN WEALTH Location
2040 BANCROFT WAY
SUITE 300
BERKELEY, California
UNITED STATES, 94704
SUITE 300
BERKELEY, California
UNITED STATES, 94704
GRUBMAN WEALTH Contact Information
Phone Number: 510-883-1350
Fax Number: 510-548-3148
Website: http://www.grubmanwm.com
Fax Number: 510-548-3148
Website: http://www.grubmanwm.com
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