Glenn GranzCRD Number: 2964869
Current Firm: Dimensional Fund Advisors LP
Glenn Granz (CRD# 2964869) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 20 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Dimensional Fund Advisors||Santa Monica, CA||Nov 2015 - Current||2|
|Columbia Management Group||Los Angeles, CA||Sep 2006 - Nov 2015||9|
|Columbia Management Advisors, LLC||Los Angeles, CA||Sep 2006 - Nov 2015||9|
|Bank Of America||Los Angeles, CA||Sep 2006 - Nov 2015||9|
|Strategic Advisors Inc.||Los Angeles, CA||Nov 2004 - Aug 2006||1|
|Fidelity Brokerage Services LLC||Los Angeles, CA||Oct 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management424,505MILLIONS
Total Number of Accounts442ACCOUNTS
Average Account Value$960,418,268
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.