Grant Williams L.P.
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 45961
- Registered since
- February 18, 1999
Firm profile
FINTRXOverview
Grant Williams L.P. is organized as a partnership and is classified in the dataset as an investment bank. The firm appears on the SEC registry dating back to 1999. Ownership is listed as a mix of a domestic entity and an individual. The snapshot flags a few operational characteristics: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not a multi-state adviser. It is also not characterized as newly formed, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Brian Stengel
Managing Partner and Chief Executive OfficerCRD 2681245
Steven Grant
CFOCRD 826826
Contacts
2 of 2David Blum
PresidentCRD 4342919
Gregory Weinberg
PresidentCRD 5689458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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