One East Putnam Avenue
3rd Floor
Greenwich, Connecticut 06830
Tel: 203.682.7466
GRANDVIEW PROPERTY PARTNERS, LLC, formally registered with the SEC as GRANDVIEW PROPERTY PARTNERS, LLC. The firm was established in 01/28/2019. They have over 4 offices throughout the country.
GRANDVIEW PROPERTY PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $851,649,000 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 20 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299814 |
| SEC# | 801-114476 |
| Assets Managed by Firm | $851,649,000 |
| No. of Clients | 26 |
| No. of Advisors | 20 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $851,649,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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