Philip GritesCRD Number: 3033670
Current Firm: State Farm Investment Management Corp.
Philip Grites (CRD# 3033670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millbrae, CA and has over 21 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|State Farm Investment Management Corp.||Millbrae, CA||Aug 2018 - Current||3|
|State Farm Vp Management Corp.||Millbrae, CA||Feb 1998 - Current||23|
|Phillip Grites Insurance Agency||Millbrae, CA||Jun 1991 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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