CRD: 136671
Standfast Asset Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-06-2005
- Office Locations
- 1
Office Locations
About Standfast Asset Management, LLC
Standfast Asset Management is a Florida-based, fiduciary, fee-based advisor providing customized stock portfolio management and retirement-focused investment planning. The firm emphasizes low-cost, transparent portfolios built around quality U.S. companies and avoids commission-based, prepackaged products. CEO Scott A. Grant, JD, also helps clients evaluate annuities and interpret contracts, wills, and trusts; primary custodian is Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT ALEXANDER GRANT
Chief Executive Officer, President, President & CEO
- CRD
- #1017106
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,708,998 | -- |
| Non-Discretionary | $31,853,119 | -- |
| Total | $100,562,117 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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