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Eduardo Gruener

27 Years of Experience
Miami, FL
Broker

Eduardo Gruener is a registered investment advisor at Gfg Capital, based in Miami, FL, with 27 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 301 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
301 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$891.2M

Fee Structure

Investment management only (planning not offered)

GFG Capital charges fees for non-discretionary investment management and administrative services as a sub-advisor to clients of a third-party investment advisor. The fees are based on the specific services selected for each client by the third-party investment advisor and are calculated based on the gross market value of client accounts, accruing monthly. All fees are subject to negotiation.

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Location

701 Brickell Avenue, Suite 1400, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eduardo is involved in numerous companies, primarily as a member and/or manager, focusing on investment advising, real estate asset management, and holding companies, both domestically and internationally. He also advises Cleveland Clinic Weston, a health services provider.

Employment History
Current Registrations
Gfg Capital
April 2022 - Present · 4 yrs 1 mo
Gfg Securities, LLCBroker
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Gfg Capital
May 2011 - December 2021 · 10 yrs 7 mos
Deutsche Bank Securities INC.Broker
June 1999 - June 2003 · 4 yrs
Bt Alex. Brown IncorporatedBroker
September 1996 - June 1999 · 2 yrs 9 mos
State Registrations4 states
CAFLNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eduardo Gruener - Financial Advisor | TrueAdvisor