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Grace Financial Advisors LLC
GRACE FINANCIAL ADVISORS LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on...
Overview
GRACE FINANCIAL ADVISORS LLC is a state-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 as an RIA, according to public filings. This requires fiduciary duties and periodic disclosure, though no additional regulatory events are recorded (public record).
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