Andrew
Grant

Kayne Anderson Rudnick Investment Management, LLC

CRD#4406307
Investment Advisor
in Los Angeles, CA

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About this Advisor

Andrew Grant is a financial advisor based in Los Angeles, California, working with Kayne Anderson Rudnick Investment Management, LLC. Andrew has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Lpl Financial, Labrum Wealth Management, LLC, Intelligence Driven Advisers, LLC, and Kayne Anderson Rudnick Investment Management, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Andrew is part of Kayne Anderson Rudnick Investment Management, LLC, which operates out of Los Angeles, California. The firm has 17 offices and 115 employees. The firm manages assets totaling $41.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Kayne Anderson Rudnick Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2000 Avenue Of The Stars Suite 1110
Los Angeles, CA 90067

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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details

Total Assets Under Management

$41,186,294,289

CA Average: $7,578,581,321
Total Number of Employees

115

CA Average: 43
Total Number of Accounts

28,081

CA Average: 3,727
Average Account Size

$1,466,696

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Andrew Grant Work History

2023 - Present (1 year)

Kayne Anderson Rudnick Investment Management, LLC

2018 - 2019 (1 year)

Labrum Wealth Management, LLC

2018 - 2023 (5 years)

Intelligence Driven Advisers, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2018 (3 years)

Lpl Financial

2014 - 2015 (1 year)

Morgan Stanley

Disclosures

Please visit the SEC profile of Andrew Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC

Dallin Garner
Salt Lake City, UT
Kevin O'Regan
Los Angeles, CA
Bridget Costello
Los Angeles, CA
Thomas Pontius
Los Angeles, CA
Andrew Grant
Los Angeles, CA
Yuyen Chang
Los Angeles, CA
Benedetto Falcone
Los Angeles, CA
Carina Berlin
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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