Grandview Investment Advisors, LLC

Grandview Investment Advisors, LLC (CRD# 139202) is a financial advisory firm headquartered in Denver, CO. They manage $25,100,000 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2226 West 29th Avenue, Denver, CO 80211
http://www.gvadv.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $82,295
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)
Types of Clients
Registered States
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 Holtzinger, financial advisor Denver CO
Heather D. Holtzinger
CRD#: 2717242
2226 West 29th Avenue, Denver, CO 80211

Heather Holtzinger (CRD# 2717242) is an Investment Advisor Representative working at Grandview Investment Advisors, LLC in Denver, CO and has over 23 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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