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Grantvest Financial Group LLC

● SEC registered since 2024CRD 310272SEC# 801-129847Matawan, NJ
Export (members)
Reg. AUM
$170M
Employees
7
Accounts
1,100
Location
Matawan, NJ

Grantvest Financial Group LLC assets under management

Grantvest Financial Group LLC is an SEC-registered investment adviser based in Matawan, NJ. The firm has been registered since 2024. It reports $170 million in regulatory assets under management and employs 7 people.
www.grantvest.comView on SEC.gov ↗

Grantvest Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Anthony Joseph Caputo ControlMember And Cco50-75%2020
Gregory Guenther ControlMember50-75%2020

Frequently asked questions

How much does Grantvest Financial Group LLC manage?

Grantvest Financial Group LLC reports $170 million in regulatory assets under management on its Form ADV.

How many employees does Grantvest Financial Group LLC have?

Grantvest Financial Group LLC reports 7 employees.

Where is Grantvest Financial Group LLC located?

Grantvest Financial Group LLC is based in Matawan, NJ and has been SEC-registered since 2024.

Does Grantvest Financial Group LLC disclose fund performance?

Grantvest Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address106 Main Street, Suite D, Matawan, NJ 07747
Phone(732) 970-6659
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170M
Non-discretionary$0
Total (RAUM)$170M