GRANT THORNTON FINANCIAL ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
9

Firm details

Headquarters
DALLAS, Texas
CRD number
168751
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Grant Thornton Financial Advisors LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm is recorded as "unclassified" in the snapshot data and does not appear to function as a capital allocator or a related adviser. Its stated fee model is fixed fees rather than asset-based or performance fees. The record indicates the firm is not an active ESG investor, is not designated as a multi-state adviser for regulatory purposes, and is not a pension consultant; it is also not newly formed according to the available data. Reported industry affiliations include relationships or engagements with other investment advisers, trust companies, accounting and law firms, insurance companies, and pension consultants. Those affiliations suggest the firm operates in a professional services context that intersects with custodial, fiduciary, and professional-advice providers, but the data does not detail the nature or depth of those ties. SEC registration year is not recorded in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • W MOENTMANN

    PrincipalCRD 1424496

  • Anthony Knobloch

    SupervisorCRD 7767258

  • BRYAN BENOIT

    National Managing PartnerCRD 6293315

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
500 N Akard St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth