Paul Grace (CRD# 4011326) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspirean Wealth, Llc F.k.a. Grace Financial Associates, LLC | Mill Valley, CA | Oct 2014 - Current | 9 |
| Tamalpais Tax Services, Inc. Dba Grace Financial Associates | Mill Valley, CA | Jan 1990 - Current | 34 |
| Independent Financial Group | Mill Valley, CA | Apr 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- CA
- TX
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts461ACCOUNTS
-
Average Account Value$344,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IN, MI, TX
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