GRAND LIFE FINANCIAL LLC

GRAND LIFE FINANCIAL LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 322132). Regulatory assets under management: $8.6M.

Registration

• CRD: 322132
• Type: Registered investment adviser
• Location: 350 SPRINGFIELD AVE, SUMMIT, NJ, 07901-4610
• Phone: 973-264-9044
• Latest filing: 2026-02-11
• Regulatory AUM: $8.6M
• Discretionary AUM: $8.6M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search