GRANT WILLIAMS L.P.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
5
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 is recorded in the SEC registry dating back to 1999. The firm is classified in the data as an investment bank and lists ownership involving a domestic entity alongside an individual. The profile does not characterize the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • BRIAN STENGEL

    Managing Partner and Chief Executive OfficerCRD 2681245

  • STEVEN GRANT

    CFOCRD 826826

  • BARRY SNYDER

    Chairman and Chief Executive OfficerCRD 2385901

Contacts

2 of 2
  • DAVID BLUM

    PresidentCRD 4342919

  • GREGORY WEINBERG

    PresidentCRD 5689458

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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