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Charles Brown Grace

THRESHOLD GROUP, LLC·GIG HARBOR, Washington
Unclaimed Profile
3025 HARBORVIEW DR, GIG HARBOR, WA 98335CRD# 4363444Firm CRD# 129903
01

About

Charles Brown Grace is a registered financial advisor based in GIG HARBOR, Washington, affiliated with THRESHOLD GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THRESHOLD GROUP, LLC
THRESHOLD GROUP, LLC
AUM
$3.4B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at THRESHOLD GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4363444
Firm CRD# 129903
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Brown Grace offer?
Charles Brown Grace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GIG HARBOR, Washington for a consultation.
What are Charles Brown Grace's credentials?
Charles Brown Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Brown Grace located?
Charles Brown Grace is based in GIG HARBOR, Washington, working with THRESHOLD GROUP, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Charles Brown Grace charge for services?
Charles Brown Grace's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRESHOLD GROUP, LLC?
THRESHOLD GROUP, LLC has approximately 53 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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