GRANTVEST FINANCIAL GROUP LLC
CRD #310272 SEC #801-129847 MATAWAN, NJ (732) 970-6659
SEC Registered
Total AUM
$170M
Discretionary
$170M
Employees
7
Clients
101
Accounts
1,100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $170M | $170M | $0 | 7 | 0 |
| Mar 2025 | $170M | $170M | $0 | 7 | 0 |
| Apr 2024 | $107M | $107M | $0 | 4 | 0 |
| Apr 2024 | $107M | $107M | $0 | 4 | 0 |
| Mar 2024 | $107M | $107M | $0 | 4 | 0 |
DateMay 2025
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients0