Gurvir
Grewal
Allworth Financial, L.P
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About this Advisor
Gurvir Grewal is a financial advisor based in Sacramento, California, working with Allworth Financial, L.P. Gurvir has previously held positions at Scottrade, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Stack Overflow, Facet Wealth, Mercer Global Advisors Inc, Pattern Financial, Financial Finesse, and Allworth Financial. Gurvir has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Gurvir is part of Allworth Financial, L.P, which operates out of Sacramento, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$19,313,695,523
392
66,085
$292,255
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gurvir Grewal Work History
Allworth Financial
Financial Finesse
Mercer Global Advisors Inc
Pattern Financial
Facet Wealth
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Stack Overflow
Scottrade
Disclosures
Please visit the SEC profile of Gurvir Grewal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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