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Grande & Kerpen Advisory Consultants

Grande & Kerpen Advisory Consultants Revenue

Financial ServicesFlag of USGilford, New Hampshire, United States1-10 Employees

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Grande & Kerpen Advisory Consultants revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Grande & Kerpen Advisory Consultants

Flag of US

Cindy Grande

Executive Vice President - Managing Member

Company overview

Headquarters2696 Lakeshore Road, Suite 9, Gilford , NH 03249, US
NAICS52
Keywords
Disputes & Investigations And Remediation, Management Consulting And Vendor Management, Strategy And Product Reviews, Technology On-Boarding And Staff Augmentation
Founded2016
Employees1-10

About Grande & Kerpen Advisory Consultants

Grande & Kerpen Advisory Consultants, LLC provides subject matter expertise in the areas of global custody, corporate trust, fund administration, mortgage surveillance and analytics, technology on-boarding, collateral management and other areas of asset servicing. Our team members average over 20 years of experience holding senior level executive positions in both operational and relationship management / sales, and having worked at firms such as JP Morgan, Merill Lynch, BNY Mellon and Navigant Consulting. Our firm is an approved U.S. Federal Contractor and a member of the SAM network. AREAS OF EXPERTISE • Investment Operations and Remediation: Advises law firms, asset managers, insurance companies, and government agencies at the stakeholder level on the optimization on human capital, technology requirements and risk and compliance. Well-versed in middle/back office outsourcing initiatives, hedge fund administration, prime brokerage, and portfolio accounting. • Industry Product: Provides expertise in corporate trust, global custody, compliance and AML / KYC procedures, fund accounting, fund administration, liquidity solutions, collateral management, middle and back-office business models, foreign exchange, execution services, prime brokerage, and securities lending. • Technical Sales and Client Advisory: Advises clients on order management, trade process flow, and product development for custodian banks and asset management firms. Enhances and builds new products to meet the needs for existing clients and prospects. Sources human capital to support new or enhanced business models. • Florida Real Estate: Helping clients locate primary and secondary residences in the South Florida region.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Grande & Kerpen Advisory Consultants has never raised funding before.

Frequently asked questions

Grande & Kerpen Advisory Consultants is located in Gilford, New Hampshire, US.
Grande & Kerpen Advisory Consultants generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Grande & Kerpen Advisory Consultants has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Grande & Kerpen Advisory Consultants was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Grande & Kerpen Advisory Consultants has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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