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GRANTVEST FINANCIAL GROUP LLC
CRD 310272 · SEC 801-129847
106 MAIN STREET, SUITE D, MATAWAN, NJ, 07747, United States
Phone
(732) 970-6659
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.0M
Discretionary AUM
$230.0M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $82.0M |
| High net worth individuals | 200 | $135.0M |
| Corporations/business entities | 10 | $12.0M |
States served
CA, DE, MD, MA, MN, NJ, NY, NC, OH, PA, RI, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD