Grant
Hartwell

Royal Alliance Associates, Inc

CRD#6156909
Investment Advisor
in Torrance, CA

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About this Advisor

Grant Hartwell is a financial advisor based out of Torrance, California, who has been in the advisory business for 10 years. Hartwell is currently employed by Royal Alliance Associates, Inc. Hartwell has gained experience at Hartwell Financial Services, Isearch Media, Blissmo and Royal Alliance. Hartwell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Texas and Washington. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Torrance, California. It has offices in 905 locations and a total of 3,849 people on staff. It handles $28 billion in assets among its 112,286 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 134 charitable organizations. Of its 112,286 client accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services are provided. However, fees billed by Royal Alliance Associates, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2790 Skypark Drive Suite 200
Torrance, CA 90505

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

CA Average: $10,121,009,343
Total Number of Employees

3,849

CA Average: 92
Total Number of Accounts

112,286

CA Average: 6,978
Average Account Size

$251,584

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Grant Hartwell Work History

Grant has 10 years of experience.

2013 - Present (9 years)

Hartwell Financial Services

2013 - Present (9 years)

Royal Alliance

2012 - 2012 (< 1 year)

Isearch Media

2012 - 2012 (< 1 year)

Blissmo

Disclosures

Grant Hartwell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Ajay Anand
Nashville, TN
Herbert Scheffler
Stevensville, MI
Elijah Murray
Plano, TX
Sebastian Kanczugowski
Bellevue, WA
Jennifer Cox
Jersey City, NJ
Mark Morash
Westwood, KS
Lori Glennon
Utica, NY
Alexander Dimartini
Jericho, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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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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