GRANT KOEHLER & LEVIN LTD. is an SEC-registered investment adviser (CRD 125531). Regulatory assets under management: $289.4M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Thomas Arnold Koehler | VICE PRESIDENT | — |
| Christopher John Grant | PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER | — |
| Theodore David Levin | VICE PRESIDENT | — |
| Forrest R Patin | OWNER | — |
| GRANT NATHANIEL NEWELL JOHN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER | — |
| LEVIN JEFFREY DAVID | VICE PRESIDENT | — |
| KOEHLER THOMAS ARNOLD | VICE PRESIDENT | — |
| HOGATE DEBORAH KENT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ SECRETARY AND TREASURER; CHIEF COMPLIANCE OFFICER/ SECRETARY AND TREASURER/SPOUSE BENEFICIAL OWNER (+2 more) | — |
| PATIN FORREST R | OWNER | — |
| LEVIN JENNIFER ANN | SPOUSE BENEFICIAL OWNER | — |
| KOEHLER CAROL A | SPOUSE BENEFICIAL OWNER | — |
| Forrest R. Patin | OWNER | — |