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Dana Grinnell

D & F INVESTMENT PARTNERS·PARK CITY, Utah
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2574 FAIRWAY VILLAGE DRIVE, PARK CITY, UT 84060CRD# 7529475Firm CRD# 311742
01

About

Dana Grinnell is a registered financial advisor based in PARK CITY, Utah, affiliated with D & F INVESTMENT PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GRINNELL CAPITAL, LLC
GRINNELL CAPITAL, LLC
AUM
$6M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GRINNELL CAPITAL, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7529475
Firm CRD# 311742
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Grinnell offer?
Dana Grinnell specializes in Investment Management, Fee-Only Advisory. Contact their office in PARK CITY, Utah for a consultation.
What are Dana Grinnell's credentials?
Dana Grinnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Grinnell located?
Dana Grinnell is based in PARK CITY, Utah, working with D & F INVESTMENT PARTNERS. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does Dana Grinnell charge for services?
Dana Grinnell'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 D & F INVESTMENT PARTNERS?
D & F INVESTMENT PARTNERS has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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