Grant Street Wealth Management, Ltd.
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 158535
- Website
- www.grantstreetwm.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Grant Street Wealth Management, Ltd. is organized as a limited liability company and is privately owned by an individual. The firm functions as a capital allocator and provides advisory services centered on financial planning, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Grant Street does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Brent Jenkins
Owner, Wealth ManagerCRD 5564246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 1201 Dublin Rd
- Time zone
- ET (UTC-5)
- Office locations
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