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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Optima zenithRidge matrix +more
- Established Date
- 04-03-2018
- Office Locations
- 1
Office Locations
About Grant Private Wealth Management
Grant Private Wealth Management is a Pleasanton, CA RIA providing personalized financial planning and investment management for individuals and families, with experience serving business owners and entrepreneurs. Planning spans retirement, tax and estate/legacy considerations, charitable giving, and insurance needs. Investment implementation emphasizes asset allocation and risk management, with meaningful use of ETFs alongside mutual funds and fixed income. Custody commonly at Schwab and Fidelity.
Team overview
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Owner & Executives
GRANT KONSTANTINOVICH TER-AVANESYAN
Chief Compliance Officer, Chief Financial Officer, Investment Advisor
- CRD
- #5414528
- Ownership
- 50% but less than 75%
LYUDMILA TER-AVANESYAN
Chief Operations Officer
- CRD
- #6123243
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAMSHID BEHRAM KEKOBAD
--
- CRD
- #5369771
Cade Myers
--
- CRD
- #8163334
Vertex peak
Quantum signal
- CRD
- #47880
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,608,100 | $404,192 |
| Non-Discretionary | $2,665,660 | $888,553 |
| Total | $196,273,760 | $407,207 |
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Separately Managed Accounts
Total SMA Asset: $196,273,760
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $296,469,000 | 17.2% |
| Public Funds | $315,429,227 | 18.3% |
| Corporate - Investment Grade | $284,403,401 | 16.5% |
| U.S. Government/Agency | $194,773,239 | 11.3% |
| Cash | $165,471,070 | 9.6% |
| Derivatives | $310,258,256 | 18.0% |
| Municipal Bonds | $156,852,785 | 9.1% |
| Total | $1,723,656,978 | 100.0% |