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Building 2GROSSMAN FINANCIAL MANAGEMENT

Map pinBENICIA, CA
Phone(707) 745-8756
NotebookSEC #801-62980
Total AUM
$69.6M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 ADAMS STREET, SUITE L
BENICIA
CA 94510
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(707) 745-8756

ReceiptFinancials

Total AUM
$69.6M
Accounts
76
Discretionary
$68M
Accounts
75
Non-Discretionary
$1.6M
Accounts
1

ContactClients

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None reported

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

None reported

HandshakeAffiliates

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

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