Grant Private Wealth Management

Grant Private Wealth Management (CRD# 292917) is a financial advisory firm headquartered in Pleasanton, CA. They manage $94,020,000 in 323 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4683 Chabot Drive, Suite 101, Pleasanton, CA 94588
https://grantprivate.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $291,084
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Grant Private Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Grant Ter-Avanesyan, financial advisor Pleasanton CA
Grant K. Ter-Avanesyan
CRD#: 5414528
4683 Chabot Drive, Suite 101, Pleasanton, CA 94588

Grant Ter-Avanesyan (CRD# 5414528) is an Investment Advisor Representative working at Grant Private Wealth Management in Pleasanton, CA and has over 16 years of experience in the finance industry.

2
Lyudmila Ter-Avanesyan, financial advisor Pleasanton CA
Lyudmila Ter-Avanesyan
CRD#: 6123243
4683 Chabot Drive, Suite 101, Pleasanton, CA 94588

Lyudmila Ter-Avanesyan (CRD# 6123243) is an Investment Advisor Representative working at Grant Private Wealth Management in Pleasanton, CA and has over 11 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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