Royal Alliance Associates, Inc
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
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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.
Hartwell Financial Services
Grant Hartwell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Boca Raton, FL
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 email@example.com.
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