Richard
Grant

Touchdown Ventures Inc

CRD#6396337
Investment Advisor
in Philadelphia, PA

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About this Advisor

Richard Grant is a financial advisor based in Philadelphia, Pennsylvania who has 9 years of industry experience. Grant is an employee of Touchdown Ventures Inc. Grant has gained experience at Touchdown Ventures Inc and Comcast Corporation. Grant maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California. Touchdown Ventures Inc is a financial advisory company operating out of Philadelphia, PA. The company has offices in two locations and a total of 52 people on staff. It administers $427 million in assets between its 19 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Touchdown Ventures Inc has a wide range of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of financial services. However, fees charged by Touchdown Ventures Inc likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1628 John F Kennedy Blvd Suite 1400
Philadelphia, PA 19103

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Touchdown Ventures Inc Brokerage Details

Total Assets Under Management

$426,997,828

PA Average: $15,833,994,310
Total Number of Employees

52

PA Average: 41
Total Number of Accounts

19

PA Average: 3,342
Average Account Size

$22,473,570

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Richard Grant Work History

Richard has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Touchdown Ventures Inc

2010 - 2014 (4 years)

Comcast Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Grant 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 Touchdown Ventures Inc

Keyvan Peymani
Beverly Hills, CA
Alex Nwaka
Beverly Hills, CA
Richard Grant
Philadelphia, PA
Brett Kadesh
Philadelphia, PA
Selina Troesch
Beverly Hills, CA
Scott Lenet
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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