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Building 2GRANTVEST FINANCIAL GROUP LLC

Map pinMATAWAN, NJ
Phone(732) 970-6659
NotebookSEC #801-129847
Total AUM
$230M
Employees
5
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 MAIN STREET
SUITE D
MATAWAN
NJ 07747
United States
Operating Hours
9-5
Monday - Friday
Phone
(732) 970-6659

ReceiptFinancials

Total AUM
$230M
Accounts
1,324
Discretionary
$230M
Accounts
1,324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
420
AUM
$82M
HNW Individual Clients
200
AUM
$135M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
10
AUM
$12M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMAMDMNNCNJNYOHPARISCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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