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GROUNDED CAPITAL, LLC
GROUNDED CAPITAL, LLC
SAN FRANCISCO, California
·
4 registered advisors
·
CRD# 323354
SEC# 801-126755
0
415-692-5760
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at GROUNDED CAPITAL, LLC
4 registered advisors
Alycia Jean Kellman
SAN FRANCISCO, California
CRD# 5980394
Caroline Beth Rosch
SAN FRANCISCO, California
CRD# 6986346
Stephen Joseph Hohenrieder
SAN FRANCISCO, California
CRD# 2722759
William Tinsley Culler-Chase
SAN FRANCISCO, California
CRD# 7630452
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. GROUNDED CAPITAL, LLC (CRD# 323354) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.