Grace Financial Associates, LLC
Grace Financial Associates, LLC (CRD# 173138) is a financial advisory firm headquartered in Mill Valley, CA. They manage $58,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Grace Financial Associates, LLC
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$725,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Grace Financial Associates, LLC
1
Paul Grace (CRD# 4011326) is an Investment Advisor Representative working at Grace Financial Associates, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.
2
Marian Jung (CRD# 1481834) is an Investment Advisor Representative working at Grace Financial Associates, LLC in Mill Valley, CA and has over 9 years of experience in the finance industry.
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