Grant
Hartvigson

Rainier Financial Group, Inc

CRD#2756041
Investment Advisor
in Seattle, WA
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About this Advisor

Grant Hartvigson is a certified financial planner located in Seattle, Washington. Currently a registered financial advisor with Rainier Financial Group, Inc, Hartvigson has 16 years of work experience. Hartvigson has Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Hartvigson is able to work with investors based out of Washington. Hartvigson has gained experience at Lpl Financial, LLC and Rainier Financial Group, Inc. Rainier Financial Group, Inc is based out of Seattle, Washington. As an advisory firm, Rainier Financial Group, Inc oversees $266 million in assets across 185 accounts and employs six staff members. The firm's total assets under management places it among the mid-sized firms in the country. The firm manages 181 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 98% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Rainier Financial Group, Inc offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4022 Stone Way N Suite 100
Seattle, WA 98103

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Rainier Financial Group, Inc Brokerage Details

Total Assets Under Management

$267,353,637

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

186

WA Average: 1,499
Average Account Size

$1,437,385

WA Average: $2,379,338

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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

Grant Hartvigson Work History

Grant has 16 years of experience.

2003 - Present (16 years)

Rainier Financial Group, Inc

2002 - Present (17 years)

Lpl Financial, LLC

Disclosures

Grant Hartvigson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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