Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc. is an SEC-registered ria in Stamford, CT with $577.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Jackson, Grant Investment Advisers, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108156, SEC 801-56267, data through 2026-01-02.
- AUM (assets under management / regulatory AUM)
- $577.7M (2026-01-02)
- Firm type
- Ria
- Location
- Stamford, CT
- Employees
- 8
- Clients
- 94
- CRD
- 108156
- Ownership
- BERG, HOWARD, GEORGE; JASON, J, JULIE; TENREIRO, MICHAEL; VAN ROOYEN, DANIEL, HENRY; CARROLL, ROBERT, T
How much AUM does Jackson, Grant Investment Advisers, Inc. have?
Jackson, Grant Investment Advisers, Inc. reported $577.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-02).
Who owns Jackson, Grant Investment Advisers, Inc.?
Disclosed owners and executives of Jackson, Grant Investment Advisers, Inc. include BERG, HOWARD, GEORGE, JASON, J, JULIE, TENREIRO, MICHAEL, VAN ROOYEN, DANIEL, HENRY, CARROLL, ROBERT, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.