GRANTD WEALTH, INC.
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 340110
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grantd Wealth, Inc. is a corporate registered advisory that offers financial planning and portfolio management services to individuals, small businesses and businesses or institutions. The firm charges either a percentage of assets under management or fixed fees. FINTRX characterizes the owner type as a mix of a domestic entity and an individual and lists an industry affiliation with an insurance company. Grantd Wealth is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
3 of 3Jay Proffitt
Chief Compliance OfficerCRD 3176046
Richard Swensson
Chief Investment OfficerCRD 6244247
BRIAN MCDONALD
Founder and CEOCRD 2281813
Contacts
1 of 1Jacob Impellicceiri
Managing PrincipalCRD 6699882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1700 N Lincoln St
- Time zone
- MT (UTC-7)
- Office locations
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