$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
350 Springfield AVE Suite 200g Summit NJ
About Grand Life Financial LLC
Grand Life Financial is a Summit, NJ fee-only RIA delivering tax-efficient financial planning and evidence-based investment management, with additional consulting for small business owners. The firm operates as a fiduciary and does not accept commissions or referral compensation tied to product sales. Portfolios are implemented primarily with ETFs, with custody including Charles Schwab.
Team overview
54 AVG AGE
$8.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
John Gregory Foligno
Chief Compliance Officer, Owner
- CRD
- #7086559
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,565,682 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,565,682 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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