FIND A GRANTD WEALTH, INC. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at GRANTD WEALTH, INC.
CRD#: 340110
RIA
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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 GRANTD WEALTH, INC. Comes From
Understanding the Statistics for GRANTD WEALTH, INC. 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
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1700 Lincoln Street 46th Floor, Denver, CO 80203
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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Advisor's working at GRANTD WEALTH, INC.
JP
Jay Tilden Proffitt
IAR
RR
CRD#: 3176046
Location:
Austin, TX
Company:
MERRIWETHER INVESTMENTS, INC.
Disclosures:
Experience:
27 years
JI
Jacob Neuman Impellicceiri
IAR
CRD#: 6699882
Location:
Denver, CO 80203
Company:
MERRIWETHER INVESTMENTS, INC.
Disclosures:
Experience:
9 years
RS
Richard Meriwether Swensson
IAR
CRD#: 6244247
Location:
Denver, CO 80203
Company:
MERRIWETHER INVESTMENTS, INC.
Disclosures:
Experience:
12 years
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