Andrew
Grantham
Evoke Advisors
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About this Advisor
Andrew Grantham is a financial advisor working out of Los Angeles, California with 1 year of industry experience. Grantham is currently employed by Evoke Advisors. The advisor has gained experience at Full Time Student, City Of Roseville, Sienna Modern American, Ucla, North Pier and Evoke Advisors. Grantham has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in California. Evoke Advisors is an advisory firm that has its headquarters in Los Angeles, CA. It has offices in two locations and a total of 46 people on staff. It oversees $10 billion in assets across its 8,511 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 8,511 accounts, 88% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules are based on which service is offered. However, fees charged by Evoke Advisors may include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Grantham Work History
Andrew has been registered as a financial advisor for 1 years.*
Evoke Advisors
North Pier
Ucla
City Of Roseville
Sienna Modern American
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Grantham 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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