GRANDVIEW DELIGHT, LLC

3050 Wells Fargo Place
30 East 7th Street
St. Paul, Minnesota 55101
Tel: 651-735-5878

About GRANDVIEW DELIGHT, LLC

GRANDVIEW DELIGHT, LLC, formally registered with the SEC as GRANDVIEW DELIGHT, LLC. The firm was established in 08/22/2016. They have over 2 offices throughout the country.

GRANDVIEW DELIGHT, LLC is a St. Paul, Minnesota based Financial Planning firm with nearly $516,760,775 assets under management, offering retirement planning & investment advisory services to 1201 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284807
SEC#	801-108277
Assets Managed by Firm	$516,760,775
No. of Clients	1201
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1201	$516,760,775
Individuals (other than high net worth individuals)	107	$36,159,461
High net worth individuals	109	$405,399,639
Pension and profit sharing plans	Fewer than 5 clients	$3,211,048
Charitable organizations	9	$71,990,627

More Retirement Planning firms in St. Paul, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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