Grant Williams L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
45961
Registered since
February 18, 1999

Firm profile

FINTRX

Overview

Grant Williams L.P. is organized as a partnership that is classified in FINTRX data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The dataset provides minimal detail about the firm’s client base, fee arrangements, advisory or business activities. The record also notes the firm does not identify as a capital allocator or as an active ESG investor, and it is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • Steven Grant

    CFOCRD 826826

  • Brian Stengel

    Brian Stengel

    Managing Partner and Chief Executive OfficerCRD 2681245

Contacts

2 of 2
  • David Blum

    PresidentCRD 4342919

  • Gregory Weinberg

    Gregory Weinberg

    PresidentCRD 5689458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1650 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth