Overview
Assets Under Management: $171 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.78
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 663
Discretionary Accounts: 610
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 131699
Last Filing Date: 2024-03-03 00:00:00
Website: https://grangecapital.com