National Retirement Planning Experts

National Coverage
Local Professionals

GRANAHAN INVESTMENT MANAGEMENT LLC

404 Wyman Street, Suite 460
Waltham, Massachusetts 02451
Tel: 781-890-4412

Need a Financial Advisor?
Compare Vetted Advisors

About GRANAHAN INVESTMENT MANAGEMENT LLC

GRANAHAN INVESTMENT MANAGEMENT LLC, formally registered with the SEC as GRANAHAN INVESTMENT MANAGEMENT LLC. The firm was established in 03/18/1985. They have over 1 offices throughout the country.

GRANAHAN INVESTMENT MANAGEMENT LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $3,098,868,810 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107745
SEC#801-23705
Assets Managed by Firm$3,098,868,810
No. of Clients98
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total98$3,098,868,810
High net worth individuals40$66,732,222
Pension and profit sharing plans8$323,250,967
Charitable organizations10$260,028,847
Corporations or other businesses20$249,626,993

More Retirement Planning firms in Waltham, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Waltham, Massachusetts