Grant
Carver
The Colony Group, LLC
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About this Advisor
Grant Carver is a financial advisor based in Palo Alto, California, working with The Colony Group, LLC. Grant has previously held positions at Gw & Wade, LLC, Cliftonlarsonallen LLP, Sweeney Kovar LLP, Saint Mary's College of California, Santa Barbara City College, Diablo Valley College, Brigham Young University, Hawaii, and The Colony Group, LLC. Grant has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Grant is part of The Colony Group, LLC, which operates out of Palo Alto, California. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Grant Carver Work History
The Colony Group, LLC
Gw & Wade, LLC
Cliftonlarsonallen Llp
Sweeney Kovar Llp
Saint Mary'S College Of California
Santa Barbara City College
Diablo Valley College
Brigham Young University, Hawaii
Disclosures
Please visit the SEC profile of Grant Carver 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 The Colony Group, LLC
Boston, MA
Boston, MA
New York, NY
Greenwich, CT
Babylon, NY
Boston, MA
Babylon, NY
Boston, MA
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