Overview
Assets Under Management: $517 million
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Frequently Asked Questions
GRANDVIEW DELIGHT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284807), GRANDVIEW DELIGHT, LLC is subject to fiduciary duty under federal law.
GRANDVIEW DELIGHT, LLC is headquartered in ST. PAUL, MN.
GRANDVIEW DELIGHT, LLC serves 109 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, GRANDVIEW DELIGHT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRANDVIEW DELIGHT, LLC manages $517 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, GRANDVIEW DELIGHT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,201
Discretionary Accounts: 1,159
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 284807
Last Filing Date: 2025-01-10 00:00:00
Website: https://trunorthwp.com