Grant Williams L.P.

Broker-DealerFINRA Member
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 is classified in the source data as an investment bank. Ownership is split between a domestic entity and an individual. The available descriptors indicate a narrow institutional profile: the firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not flagged as a pension consultant, related adviser, or multi-state adviser. The dataset provides limited detail on client-facing advisory activities or product lines. There are no explicit entries describing advisory services, fee schedules, or typical client segments, which constrains what can be said about how the firm positions itself in wealth or asset management markets.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth