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Annette Morrell Grant

ONE RIVER ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
2200 ATLANTIC STREET, STAMFORD, CT 06902CRD# 7528408Firm CRD# 167835
01

About

Annette Morrell Grant is a registered financial advisor based in STAMFORD, Connecticut, affiliated with ONE RIVER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ONE RIVER ASSET MANAGEMENT, LLC
ONE RIVER ASSET MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ONE RIVER ASSET MANAGEMENT, LLC →
Services
Pension consulting
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7528408
Firm CRD# 167835
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Annette Morrell Grant offer?
Annette Morrell Grant specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Annette Morrell Grant's credentials?
Annette Morrell Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annette Morrell Grant located?
Annette Morrell Grant is based in STAMFORD, Connecticut, working with ONE RIVER ASSET MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Annette Morrell Grant charge for services?
Annette Morrell Grant's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE RIVER ASSET MANAGEMENT, LLC?
ONE RIVER ASSET MANAGEMENT, LLC has approximately 32 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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