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
6 Knoll Lane, Suite B, Mill Valley, CA 94941
https://www.gracefa.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Paul Grace, financial advisor Mill Valley CA
Paul V. Grace
CRD#: 4011326
6 Knoll Lane, Suite B, Mill Valley, CA 94941
93
Wealthminder
score

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, financial advisor Mill Valley CA
Marian M. Jung
CRD#: 1481834
6 Knoll Lane, Suite B, Mill Valley, CA 94941
93
Wealthminder
score

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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