Grant Williams L.P.
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 45961
- Registered since
- February 18, 1999
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Brian Stengel
Managing Partner and Chief Executive OfficerCRD 2681245
Steven Grant
CFOCRD 826826
Contacts
2 of 2David Blum
PresidentCRD 4342919

Gregory Weinberg
PresidentCRD 5689458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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