← Back to searchVisit website
GRANT KOEHLER & LEVIN LTD.
CRD 125531 · SEC 801-61856
CA, United States
Phone
414-403-2734
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.4M
Discretionary AUM
$280.4M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $21.9M |
| High net worth individuals | 118 | $256.0M |
States served
CA, IL, OR, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD