Cadaret Grant & Co Inc

EST. AUM
$7,671,069,034

CONTACTS
5

CLIENT ACCOUNTS
25,442

Firm Details

Metro area Syracuse
CRD Number 10641
Website cadaretgrant.com
Client types

Overview

Cadaret, Grant & Co., Inc., founded in 1985 by Art Grant and Mac Cadaret, is a prominent independent broker-dealer headquartered in Syracuse, New York. The firm was established to promote and support the independence of financial advisors, offering them the flexibility to tailor their practices to individual client needs. Over the years, Cadaret Grant has grown significantly, currently managing approximately $6.9 billion in assets across 25,405 accounts. The firm employs around 489 financial advisors and serves a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. In 2018, Cadaret Grant became part of Atria Wealth Solutions, a modern wealth management solutions holding company. This acquisition aimed to enhance the firm's offerings by integrating advanced technology and resources, thereby better serving financial advisors and their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cadaret Grant & Co Inc

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