Overview
Assets Under Management: $171 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Frequently Asked Questions
GRANGE CAPITAL, 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 #131699), GRANGE CAPITAL, LLC is subject to fiduciary duty under federal law.
GRANGE CAPITAL, LLC is headquartered in BEAVERTON, OR.
GRANGE CAPITAL, LLC serves 101 high-net-worth clients according to their SEC filing dated March 03, 2024. View client details ↓
According to their SEC Form ADV, GRANGE CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GRANGE CAPITAL, LLC manages $171 million in client assets according to their SEC filing dated March 03, 2024.
According to their SEC Form ADV, GRANGE CAPITAL, LLC serves high-net-worth individuals. View client details ↓
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