Unclaimed Profile

Kal Grant

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 65Clean record11 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD STE 250, DALLAS, TX 75205CRD# 6393146Firm CRD# 111838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kal Grant · DALLAS, TX

Registration

CRD #6393146 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT

Jan 2015 – Nov 2018

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 23, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

CRD 111838 · SEC 801-57641

AUM

$8.2B

Regulatory assets under management

Employees

116

4,038 client accounts

Services offered by TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Kal Grant offer?

Kal Grant specializes in Financial Planning, Investment Management, Retirement Planning.

What are Kal Grant's credentials?

Kal Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kal Grant located?

Kal Grant is based in DALLAS, Texas, last registered with TOLLESON PRIVATE WEALTH MANAGEMENT, LP.

How does Kal Grant charge for services?

Kal Grant'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 TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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