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GRANTVEST FINANCIAL GROUP LLC
GRANTVEST FINANCIAL GROUP LLC
MATAWAN, New Jersey
·
2 registered advisors
·
CRD# 310272
SEC# 801-129847
0
(732) 970-6659
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GRANTVEST FINANCIAL GROUP LLC
2 registered advisors
Anthony Joseph Caputo
MATAWAN, New Jersey
CRD# 5105611
Gregory Guenther
MATAWAN, New Jersey
CRD# 4886233
05
Office Locations
MATAWAN, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. GRANTVEST FINANCIAL GROUP LLC (CRD# 310272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.