Grant
Duncan

Brandes Investment Partners, Lp

CRD#2550073
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Grant Duncan is a financial advisor based in San Diego, California, working with Brandes Investment Partners, Lp. Grant has previously held positions at Quasar Distributors, LLC, Brandes Investment Partners, L.P, and Alps Distributors, Inc. Grant has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, Georgia, Louisiana, and Texas. Currently, Grant is part of Brandes Investment Partners, Lp, which operates out of San Diego, California. The firm has one office and 141 employees. The firm manages assets totaling $22.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 Brandes Investment Partners, Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

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

11988 El Camino Real Suite 500
San Diego, CA 92130

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Brandes Investment Partners, Lp Brokerage Details

Total Assets Under Management

$22,214,086,907

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

141

CA Average: 43
Total Number of Accounts

9,220

CA Average: 3,727
Average Account Size

$2,409,337

CA Average: $2,033,427

Investment Advisory 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

Grant Duncan Work History

2015 - Present (9 years)

Alps Distributors, Inc

2004 - Present (20 years)

Brandes Investment Partners, L.P

2001 - 2015 (14 years)

Quasar Distributors, LLC

Disclosures

Please visit the SEC profile of Grant Duncan 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 Brandes Investment Partners, Lp

Taylor Howard
La Jolla, CA
Tony Pamaran
La Jolla, CA
Brent Woods
La Jolla, CA
Sarah Prentice
San Diego, CA
Glenn Carlson
La Jolla, CA
Kevin Grieve
La Jolla, CA
Jerome Butkiewicz
La Jolla, CA
Robert Marshall
La Jolla, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started