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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Grand Life Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
John Gregory Foligno
Chief Compliance Officer, Owner
- CRD
- #7086559
- Ownership
- 75% or more
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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
SMA allocation detail is available
Grand Life Financial LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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