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Kali Alyse Grant

DIMENSIONS WEALTH MANAGEMENT, LLC·ROSEVILLE, California
Unclaimed Profile
915 HIGHLAND POINT DRIVE, STE. 250, ROSEVILLE, CA 95678CRD# 4801059Firm CRD# 298928
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About

Kali Alyse Grant is a registered financial advisor based in ROSEVILLE, California, affiliated with DIMENSIONS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
DIMENSIONS WEALTH MANAGEMENT, LLC
DIMENSIONS WEALTH MANAGEMENT, LLC
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DIMENSIONS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4801059
Firm CRD# 298928
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kali Alyse Grant offer?
Kali Alyse Grant specializes in Investment Management, Fee-Only Advisory. Contact their office in ROSEVILLE, California for a consultation.
What are Kali Alyse Grant's credentials?
Kali Alyse Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kali Alyse Grant located?
Kali Alyse Grant is based in ROSEVILLE, California, working with DIMENSIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Kali Alyse Grant charge for services?
Kali Alyse Grant's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIMENSIONS WEALTH MANAGEMENT, LLC?
DIMENSIONS WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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