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FIND A GRACE BROTHERS LTD. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at GRACE BROTHERS LTD.

CRD#: 17009

Looking for a Financial Advisor at GRACE BROTHERS LTD.?

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for GRACE BROTHERS LTD. Comes From

Understanding the Statistics for GRACE BROTHERS LTD. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Established
Illinois since 10/01/1985
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
VAN KAMPEN ASSET MANAGEMENT COMPANY, L.L.C. F/K/A VAN KAMPEN ENTERPRISESLTD. PARTNER
JUDITH M. VAN KAMPEN TRUSTLTD. PARTNER
VKP GRANTORS TRUSTLTD. PARTNER
VKW GRANTORS TRUSTLTD. PARTNER
WHITMORE, BRADFORD TODDGENERAL PARTNER1336645
ALLEN, DAVID JOHNLTD. PARTNER714108
ALLEN, DAVID JOHNTRUSTEE OF JUDITH M. VAN KAMPEN TRUST714108
CROFT, FREDERICK TITUSLTD. PARTNER861905
PIERRE, SCOTT RAYMONDTRUSTEE OF VKP GRANTORS TRUST
SPURGEON CORPORATIONGENERAL PARTNER
TRANNEL, JERALD ARTHURLTD. PARTNER1082893
VANKAMPEN, JUDITH MARLEETRUSTEE OF JUDITH M. VAN KAMPEN TRUST
VANKAMPENPIERRE, KARLA MARLEETRUSTEE OF VKP GRANTORS TRUST
VANKAMPENPIERRE, KARLA MARLEETRUSTEE OF JUDITH M. VAN KAMPEN TRUST
WISEN, DAVID GEORGETRUSTEE OF VKW GRANTORS TRUST
WISEN, KRISTEN JOYTRUSTEE OF VKW GRANTORS TRUST

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at GRACE BROTHERS LTD.

DB
AdvisorCheck Check Mark

David Lawrence Brown

David L Brown
IAR
RR
CRD#: 4145275
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Great Falls, MT 59401-3104

Registered Affiliation(s):D.A. DAVIDSON & CO.

Disclosures:
Experience:
26 years
Lawrence Nelson Leitch
AdvisorCheck Check Mark

Lawrence Nelson Leitch

Larry Leitch
IAR
RR
CRD#: 1672867
AIF®: Accredited Investment Fiduciary
Location:
Towson, MD 21204

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
39 years
JM
AdvisorCheck Check Mark

Jonathan Richard Meaney

IAR
RR
CRD#: 4371249
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Dallas, TX 75251

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
24 years

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