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Grenadilla Advisory LLC

EST. AUM
$2,478,000

CONTACTS
1

CLIENT ACCOUNTS
4

Firm Details

Metro area Cleveland
CRD Number 336376
Website grenadilla-advisory.com
Client types

Overview

Grenadilla Advisory LLC ("GAL") is a Registered Investment Adviser (RIA) headquartered in Kirtland, Ohio. Established as a Limited Liability Company under Ohio law and wholly owned by Anna Rathbun, GAL offers tailored investment advisory and financial planning consulting services. These services include developing personalized asset allocation strategies and conducting in-depth reviews of client investment objectives. GAL serves individuals and high-net-worth individuals through both discretionary and non-discretionary managed accounts. The firm also offers consulting in areas such as risk management, estate planning, financial organization, and negotiation support. Investment recommendations are made based on a thorough understanding of client needs, and clients are permitted to impose restrictions on specific investment types or sectors.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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