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Grace Financial Advisors LLC
GRACE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on a...
Grace Financial Advisors LLC
GRACE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1955
Location
Region
North America
City
Winona Lake
Sector focus
Frequently asked questions
What regulatory status does Grace Financial Advisors LLC hold?
Grace Financial Advisors LLC is registered with the SEC as an RIA, according to public filings. This requires fiduciary duties and periodic disclosure, though no additional regulatory events are recorded (public record).
Does Grace Financial Advisors LLC manage client assets?
As an RIA, the firm is authorized to manage investments for clients, likely including family offices and high-net-worth individuals. No specific AUM figure is disclosed in public sources.
What services does a typical RIA like Grace Financial Advisors LLC offer?
RIAs such as Grace Financial Advisors typically offer investment management, financial planning, and estate planning. The absence of a public website or marketing materials limits further specifics.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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