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. FINTRX classifies the firm as an investment bank; its ownership is listed as a combination of a domestic entity and an individual. The profile on file does not characterize the firm as a capital allocator and indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Publicly available fields in the FINTRX snapshot do not describe specific advisory activities, client segments, or fee arrangements. The record does note two office locations, but no further location details or descriptions of investment or service focus are provided, which limits what can be inferred about the firm’s business model or target clients.

Assets & Accounts

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