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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2024
- Office Locations
- 2
Office Locations
About Full OF Grace Financial
Full of Grace Financial is an Indiana-based fiduciary planner serving business owners, farmers, and pre-retirees across northeast Indiana. The firm provides personalized financial planning focused on tax strategy, succession planning, risk management, and retirement income/Social Security decisions, and helps clients align portfolios with their values and charitable goals. Clients can engage via AUM-based advisory or a monthly planning retainer with twice-yearly reviews.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joshua Salway
Chief Compliance Officer, Owner
- CRD
- #7077985
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Luke Daniel McQuade
--
- CRD
- #7723190
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,226,050 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,226,050 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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