Andrew
Grimston

Spc

CRD#5773920
Investment Advisor
in Allen Park, MI

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About this Advisor

Andrew Grimston is an investment advisor in Allen Park, Michigan. Currently an investment advisor with Spc, they have accrued 10 years of professional experience as a financial advisor. Grimston has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Grimston is able to advise clients based out of Arizona, Colorado, Florida, Georgia, Indiana, Maryland, Michigan, North Dakota, Ohio and Texas. Grimston has gained experience at Pruco Securities, LLC, The Prudential Insurance Company Of America, Comfort Sure Insulation, Sigma Financial Corporation and Spc. Spc is headquartered in Allen Park, Michigan, and has 464 other brick-and-mortar locations across the United States. In aggregate, Spc manages $5 billion in assets covering 25,865 client accounts and retains more than 705 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Spc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7331 Park Avenue
Allen Park, MI 48101

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Grimston Work History

Andrew has 10 years of experience.

2013 - Present (8 years)

Spc

2011 - Present (10 years)

Sigma Financial Corporation

2010 - 2010 (< 1 year)

Pruco Securities, LLC

2010 - 2010 (< 1 year)

The Prudential Insurance Company Of America

2010 - 2011 (1 year)

Comfort Sure Insulation

Disclosures

Andrew Grimston has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Gregory Genter
Allen Park, MI
Dean Bell
Utica, MI
Zachary Parker
Ann Arbor, MI
Craig Brooks
Littleton, CO
Mikel Rosenberry
Fort Lauderdale, FL
Andrew Grimston
Allen Park, MI
Brandon Grammatico
Ann Arbor, MI
William Dyhr
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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