About CADARET, GRANT & CO., INC.
CADARET, GRANT & CO., INC. is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to individuals and businesses. With over 80 years of experience in the financial industry, the firm has established a reputation for delivering expert financial guidance and advice to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers comprehensive guidance and advice
- Has a team of experienced financial experts
- Utilizes latest technologies and tools
- Offers a wide range of financial services
- Has a strong commitment to client satisfaction
Facts and Insights
- CADARET, GRANT & CO., INC. has been in business for over 80 years
- The firm has over 1,100 advisors across the country
- CADARET, GRANT & CO., INC. manages over $50 billion in assets
- The firm has been recognized for its exceptional customer service and satisfaction
- CADARET, GRANT & CO., INC. utilizes cutting-edge technology to stay ahead in the industry
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | over 1,100 | over 80 years |
Financial Services Offered
CADARET, GRANT & CO., INC. offers a wide array of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
CADARET, GRANT & CO., INC. works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
- Non-profit organizations
Fees & Compensation
CADARET, GRANT & CO., INC. believes in transparency when it comes to fees and compensation. The firm follows a fee-based model, where clients pay a percentage of their assets under management for the services provided. This ensures that the firm’s interests are aligned with those of its clients.
Background
CADARET, GRANT & CO., INC. was founded in 1932, and since then, the firm has strived to provide top-notch financial services to its clients. The firm has a team of experienced and knowledgeable financial experts who work together to deliver tailor-made solutions to each client’s unique financial situation.
Financial Advisor Disclosures to Know
CADARET, GRANT & CO., INC. adheres to the highest ethical and professional standards and follows all regulatory guidelines. The firm is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). Additionally, the firm has a clean record with no disciplinary actions or regulatory sanctions.
As a client of CADARET, GRANT & CO., INC., you can rest assured that your financial well-being is in safe and capable hands. The firm’s commitment to excellence and client satisfaction has made it a trusted and reputable financial advisor in the industry.