Grant
Rowan
Drive Wealth Advisers
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About this Advisor
Grant Rowan is a financial advisor operating in Sandy, Utah with 4 years of industry experience. Rowan is currently employed by Drive Wealth Advisers. During their career, the advisor has held roles at Grant Rowan Financial, Crewe Capital Advisors, LLC, Drive Wealth Advisers and Porch Financial. Rowan has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Utah. Drive Wealth Advisers is a company that has its headquarters in Lehi, UT. It has offices in three locations and a total of 14 people on staff. It administers $2 billion in assets across its 3,292 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 3,292 accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Drive Wealth Advisers provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fee types billed by Drive Wealth Advisers most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Drive Wealth Advisers Brokerage Details
$1,830,137,115
14
3,292
$555,935
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
- Other
Grant Rowan Work History
Grant has been registered as a financial advisor for 4 years.*
Drive Wealth Advisers
Crewe Capital Advisors, LLC
Grant Rowan Financial
Porch Financial
*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 Grant Rowan 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 Drive Wealth Advisers
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
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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