GRANT PRIVATE WEALTH MANAGEMENT, INC.

GRANT PRIVATE WEALTH MANAGEMENT
PLEASANTON, California·2 registered advisors·CRD# 292917
SEC# 801-1309251925-378-5000
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GRANT PRIVATE WEALTH MANAGEMENT, INC.

2 registered advisors
Grant Konstantinovich Ter-Avanesyan
PLEASANTON, California
Lyudmila Ter-Avanesyan
PLEASANTON, California
05

Office Locations

PLEASANTON, California
2 advisors

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Data sourced from SEC Form ADV filings. GRANT PRIVATE WEALTH MANAGEMENT, INC. (CRD# 292917) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.