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Joseph Grier LLC

CRD 335243SEC# 801-132294
Export (members)
No longer SEC-registered. Joseph Grier LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$100K
Employees
1
Accounts
3
Location

Joseph Grier LLC assets under management

Joseph Grier LLC is a registered investment adviser overseen by the SEC. It reports $100,000 in regulatory assets under management and employs 1 people.

Joseph Grier LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph Grier ControlCcoOver 75%2024

Frequently asked questions

How much does Joseph Grier LLC manage?

Joseph Grier LLC reports $100,000 in regulatory assets under management on its Form ADV.

How many employees does Joseph Grier LLC have?

Joseph Grier LLC reports 1 employees.

Does Joseph Grier LLC disclose fund performance?

Joseph Grier LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$100KNo change
Feb '25 — $100KMar '25 — $100KApr '25 — $100KMay '25 — $100KJun '25 — $100KJul '25 — $100KAug '25 — $100KSep '25 — $100KOct '25 — $100KNov '25 — $100KDec '25 — $100KJan '26 — $100KFeb '26 — $100KMar '26 — $100KApr '26 — $100KMay '26 — $100KJun '26 — $100K
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$100Kregulatory AUM
Discretionary $100K