One Market-Steuart Tower
Suite 1440
San Francisco, California 94105
Tel: 415-512-5430
GRAND JEAN CAPITAL MANAGEMENT INC, formally registered with the SEC as GRAND JEAN CAPITAL MANAGEMENT INC. The firm was established in 05/17/1990. They have over 1 offices throughout the country.
GRAND JEAN CAPITAL MANAGEMENT INC. is a San Francisco, California based Financial Planning firm with nearly $464,583,989 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111738 |
| SEC# | 801-36610 |
| Assets Managed by Firm | $464,583,989 |
| No. of Clients | 204 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 204 | $464,583,989 |
| Individuals (other than high net worth individuals) | 22 | $3,612,653 |
| High net worth individuals | 135 | $428,474,546 |
| Pension and profit sharing plans | 6 | $6,929,291 |
| Charitable organizations | Fewer than 5 clients | $25,567,499 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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