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 organized as a partnership and has been SEC-registered since 1999. The firm is classified in the dataset as an investment bank and its ownership is listed as a combination of a domestic entity and an individual. It is not identified as a capital allocator and is not flagged as an active ESG investor. The profile indicates a narrow regulatory footprint: the firm is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The source material does not include details on client segments, fee schedules, or the firm's specific business and advisory activities, so those aspects are not covered here.

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
  • Steven Grant

    CFOCRD 826826

  • Brian Stengel

    Brian Stengel

    Managing Partner and Chief Executive OfficerCRD 2681245

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