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Grant Konstantinovich Ter-Avanesyan

GRANT PRIVATE WEALTH MANAGEMENT, INC.·PLEASANTON, California
Unclaimed Profile
4683 CHABOT DRIVE, PLEASANTON, CA 94588CRD# 5414528Firm CRD# 292917
01

About

Grant Konstantinovich Ter-Avanesyan is a registered financial advisor based in PLEASANTON, California, affiliated with GRANT PRIVATE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GRANT PRIVATE WEALTH MANAGEMENT, INC.
GRANT PRIVATE WEALTH MANAGEMENT
AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GRANT PRIVATE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5414528
Firm CRD# 292917
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Grant Konstantinovich Ter-Avanesyan offer?
Grant Konstantinovich Ter-Avanesyan specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are Grant Konstantinovich Ter-Avanesyan's credentials?
Grant Konstantinovich Ter-Avanesyan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant Konstantinovich Ter-Avanesyan located?
Grant Konstantinovich Ter-Avanesyan is based in PLEASANTON, California, working with GRANT PRIVATE WEALTH MANAGEMENT, INC.. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Grant Konstantinovich Ter-Avanesyan charge for services?
Grant Konstantinovich Ter-Avanesyan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANT PRIVATE WEALTH MANAGEMENT, INC.?
GRANT PRIVATE WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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