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 has been SEC-registered since 1999. Ownership is identified as a combination of a domestic entity and an individual. The firm is categorized as an investment bank and is not listed as a capital allocator, multi-state adviser, pension consultant, or related adviser. It also does not identify as an active ESG investor. The dataset provided does not include details on client types, fee schedules, specific business activities, or advisory services, and the firm has not supplied information about its activities and affiliations. The classification as an investment bank indicates a likely focus on capital markets or advisory work rather than traditional wealth-management portfolio allocation, but explicit service lines and product offerings were not disclosed.

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

3 of 3
  • Brian Stengel

    Brian Stengel

    Managing Partner and Chief Executive OfficerCRD 2681245

  • Steven Grant

    CFOCRD 826826

  • Barry Snyder

    Barry Snyder

    Chairman and Chief Executive OfficerCRD 2385901

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