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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2019
- Office Locations
- 1
Office Locations
About Granville Wealth Management, Inc.
Granville Wealth Management (Pinehurst, NC) provides holistic, easy-to-understand financial planning and ongoing portfolio management with a strong retirement focus. Plans may incorporate tax, estate, insurance, and charitable strategies, typically implemented with mutual funds and ETFs using an asset-allocation approach. Founder Blanchard I. Granville, CFP, leads the firm; custody includes Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
BLANCHARD IRVING GRANVILLE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #1272094
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,264,481 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,264,481 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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