Grandview Investment Advisors, LLC

Grandview Investment Advisors, LLC (CRD# 139202) is a financial advisory firm headquartered in Denver, CO. They manage $8,500,000 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $69,106
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CO, TX

Financial Advisors at Grandview Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Heather D. Holtzinger
CRD#: 2717242
2226 West 29th Avenue, Denver, CO 80211
93
Wealthminder
score

Heather Holtzinger (CRD# 2717242) is an Investment Advisor Representative working at Grandview Investment Advisors, LLC in Denver, CO and has over 16 years of experience in the finance industry.

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