Grand Life Financial LLC

Grand Life Financial LLC (CRD# 322132) is a financial advisory firm headquartered in Stuart, FL. They manage $3,349,231 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 Se Ocean Blvd, Stuart, FL 34994
https://www.youtube.com/@grandlifefinancial
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $223,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Grand Life Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Foligno, financial advisor Stuart FL
John G. Foligno
CRD#: 7086559
1 Se Ocean Blvd, Stuart, FL 34994

John Foligno (CRD# 7086559) is an Investment Advisor Representative working at Grand Life Financial LLC in Stuart, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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