GRANTVEST FINANCIAL GROUP LLC

GRANTVEST FINANCIAL GROUP LLC of MATAWAN, NJ is an SEC-registered investment adviser (CRD 310272). Regulatory assets under management: $230.0M.

Registration

• CRD: 310272
• SEC file number: 801-129847
• Type: Registered investment adviser
• Location: 106 MAIN STREET, SUITE D, MATAWAN, NJ, 07747
• Phone: (732) 970-6659
• Latest filing: 2026-03-31
• Regulatory AUM: $230.0M
• Discretionary AUM: $230.0M
• Clients: 5
• Accounts: 1,324

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search