Grant Williams L.P.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
45961
Registered since
February 18, 1999

Firm profile

FINTRX

Overview

Grant Williams L.P. is recorded in FINTRX as a partnership that registered with the SEC in 1999 and is classified there as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm’s FINTRX profile contains very limited descriptive detail: business activities, specific advisory services, client segments, and fee arrangements are not provided. The record flags several negative attributes rather than active business lines: Grant Williams L.P. is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not marked as a related adviser. FINTRX also indicates the firm is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Brian Stengel

    Brian Stengel

    Managing Partner and Chief Executive OfficerCRD 2681245

  • Steven Grant

    CFOCRD 826826

Contacts

2 of 2
  • David Blum

    PresidentCRD 4342919

  • Gregory Weinberg

    Gregory Weinberg

    PresidentCRD 5689458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1650 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth