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Last updated: February 23rd, 2020. Data source: SEC filings.
Grace Capital, federally registered in 2007, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 1 advisors. Grace Capital manages $266.2 million and provides investment advisory services for 115 clients (1:115 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$2,315,048|
|Total AUM||$266.2 million|
|Advisor / Client Ratio||1:115|
|SEC Filings||View SEC IAPD CRD #139771|
|State(s) Registered||MA, VA, WA|