Andrew Grantham (CRD# 7600725) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Evoke Advisors | Los Angeles, CA | Jun 2022 - Current | 1 |
Ucla | Los Angeles, CA | Sep 2020 - Jun 2022 | 1 |
North Pier | Marina Del Ray, CA | Jun 2021 - Dec 2021 | < 1 |
Full Time Student | Roseville, CA | Jun 2012 - Jun 2020 | 8 |
City Of Roseville | Roseville, CA | Jun 2016 - Dec 2016 | < 1 |
Sienna Modern American | Roseville, CA | Jun 2016 - Dec 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management13,363MILLIONS
-
Total Number of Accounts9,915ACCOUNTS
-
Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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