1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GRANT PRIVATE WEALTH MANAGEMENT

Map pinPLEASANTON, CA
Phone925-378-5000
NotebookSEC #801-130925
Total AUM
$196.3M
Employees
5
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4683 CHABOT DRIVE
SUITE 101
PLEASANTON
CA 94588
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
925-378-5000
Other Offices
1

ReceiptFinancials

Total AUM
$196.3M
Accounts
482
Discretionary
$193.6M
Accounts
479
Non-Discretionary
$2.7M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
140
AUM
$37.5M
HNW Individual Clients
71
AUM
$158.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGATXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account