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GRANTHAM POOLE ADVISORS, LLC
CRD 116956
1062 HIGHLAND COLONY PARKWAY, SUITE 201, RIDGELAND, MS, 39157, United States
Phone
601-499-2400
Fax
601-499-2401
Registration
— (—)
Source
State registered
Total AUM
$89.6M
Discretionary AUM
$61.8M
Team
2 total employees; 2 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.8M |
| High net worth individuals | 26 | $87.7M |
Official SEC filing: View on IAPD