GRANT PRIVATE WEALTH MANAGEMENT
- GRANT PRIVATE WEALTH MANAGEMENT
- GRANT TRUST, INC.
- GRANT PRIVATE WEALTH MANAGEMENT, INC.
Adviser Profile
| As of Date | 08/18/2024 |
| Registration status | Registration Changed to GRANT PRIVATE WEALTH MANAGEMENT, INC. |
| ADV Location | PLEASANTON, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 105,842,820 13% |
| of that, discretionary | 105,842,820 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 279,269 -4% |
| % High Net Worth | 35.58% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Number of Employees 3
of those in investment advisory functions 3
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
Private Funds
No private funds