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GRAND LIFE FINANCIAL LLC
CRD 322132
350 SPRINGFIELD AVE, SUITE 200G, SUMMIT, NJ, 07901-4610, United States
Phone
973-264-9044
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$8.6M
Discretionary AUM
$8.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD