HG
Harrison Grimm
THE GRIMM GROUP
Mars, PA
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CRD#: 8018537
HG
Professional summary
Harrison Grimm is a registered financial advisor currently at THE GRIMM GROUP located in Mars, Pennsylvania.
Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Harrison has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
99 Tartans, LLC -Investment Related -6401 Penn Avenue, Floor 3 Pittsburgh, PA, 15206 -99 Tartans is a student run investment syndicate acting as a follow on investor in early funding for Carnegie Mellon University affiliated startup companies -MBA Partner and Director of Investment Relations -Started February 2024 -Per Month Hours: 6 -Hours per month during security trading hours: 4 -As an MBA partner we field deals that come in and work with the founder to organize their pitch night which is where they will pitch to the investing LP's. Following that our role is to facilitate the SPV if they meet the minimum investment threshold of the LP's. Additionally in my role as director of investment relations is to organize the first year in review investment letter recapping the year which will be distributed to the LP's. Trailer Jack 360 -Non-Investment Related -510 Tuscarora Rd Mars, PA 16406 -Trailer Jack 360 holds the patent for a trailer product invention being sold at retail by Lowe's, Tractor Supply, U-Haul, among others. -Founder and CEO -Started in February 2021 -Per Month Hours: 4 -Hours per month during security trading hours: 0 -I have to check on the status of the patent a couple of times a year and occasionally email our factory we receive product from in China during business hours for China. The Fan-Brand Inc. -Non-Investment Related -8475 Middle Road Fairview, PA 16415 -The Fan-Brand holds the licenses for sports related hardgood products being sold by Fanatics, Amazon, Academy Sports, among others. -Founder and CEO -Started in October 2018 -Per Month Hours: 15 -Hours per month during security trading hours: 4 -Quarterly/Monthly I have to file royalty reports for each of the league licenses, check EDI connections have no errors and converse with our contract manufacturer.
CRS (Client Relationship Summary) - RIA
Click below to view Harrison Grimm's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2025 - Present
THE GRIMM GROUP
RIA
CRD#: 334293
Mars, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(3/21/2025)
Current Firm
TG
THE GRIMM GROUP
THE GRIMM GROUP | THE GRIMM GROUP LLC
CRD#: 334293 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (3/21/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mars, PA
Mailing Address
Phone number
(814) 860-4918
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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