Grossman Financial Management
Grossman Financial Management (CRD# 128566) is a financial advisory firm headquartered in Benicia, CA. They manage $66,729,485 in 284 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management67MILLION
Total Number of Accounts284ACCOUNTS
Average Account Value$234,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lawrence Grossman (CRD# 2250720) is an Investment Advisor Representative working at Grossman Financial Management in Benicia, CA and has over 25 years of experience in the finance industry. Lawrence Grossman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.