GRACE FINANCIAL ADVISORS LLC

GRACE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 288701). Regulatory assets under management: $32.8M.

Registration

• CRD: 288701
• Type: Registered investment adviser
• Phone: 610-356-1110
• Latest filing: 2026-03-31
• Regulatory AUM: $32.8M
• Discretionary AUM: $24.2M
• Non-discretionary AUM: $8.6M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search