Kevin
Grieve

Brandes Investment Partners, Lp

CRD#4503252
Investment Advisor
in La Jolla, CA

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About this Advisor

Kevin Grieve is a financial advisor based in La Jolla, California, working with Brandes Investment Partners, Lp. Kevin has previously held positions at Brandes Investment Partners, Quasar Distributors, LLC, and Alps Distributors, Inc. Kevin has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California and Maine. Currently, Kevin is part of Brandes Investment Partners, Lp, which operates out of La Jolla, California. The firm has 1 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 66, Series 65

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

4275 Executive Square, 5Th Floor
La Jolla, CA 92037

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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

Kevin Grieve Work History

2015 - Present (9 years)

Alps Distributors, Inc

2013 - Present (11 years)

Brandes Investment Partners

2013 - 2015 (2 years)

Quasar Distributors, LLC

Disclosures

Please visit the SEC profile of Kevin Grieve 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

Tony Pamaran
La Jolla, CA
Taylor Howard
La Jolla, CA
Brent Woods
La Jolla, CA
Glenn Carlson
La Jolla, CA
Sarah Prentice
San Diego, 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.

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