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Building 2GRANADA WEALTH MANAGEMENT, LLC

Map pinDAVIDSON, NC
Phone888-928-9728
NotebookSEC #801-133895
Total AUM
$171.4M
Employees
1
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 DELBURG STREET
SUITE 326
DAVIDSON
NC 28036
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
888-928-9728

ReceiptFinancials

Total AUM
$171.4M
Accounts
665
Discretionary
$171.4M
Accounts
665
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$11.6M
HNW Individual Clients
46
AUM
$159.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KYNCOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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