Overview
Assets Under Management: $237 million
High-Net-Worth Clients: 109
Average Client Assets: $2 million
Frequently Asked Questions
GRANT KOEHLER & LEVIN LTD. 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 #125531), GRANT KOEHLER & LEVIN LTD. is subject to fiduciary duty under federal law.
GRANT KOEHLER & LEVIN LTD. serves 109 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, GRANT KOEHLER & LEVIN LTD. offers financial planning and portfolio management for individuals. View all service details ↓
GRANT KOEHLER & LEVIN LTD. manages $237 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, GRANT KOEHLER & LEVIN LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 209
Discretionary Accounts: 185
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 125531
Last Filing Date: 2024-03-19 00:00:00
Website: https://dollarsatwork.com