Grantham Poole Advisors, LLC
Grantham Poole Advisors, LLC (CRD# 116956) is a financial advisory firm headquartered in Ridgeland, MS. They manage $13,376,110 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$405,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Michael Denny (CRD# 2518305) is an Investment Advisor Representative working at Grantham Poole Advisors, LLC in Ridgeland, MS and has over 25 years of experience in the finance industry. Michael Denny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tara May (CRD# 6757847) is an Investment Advisor Representative working at Grantham Poole Advisors, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.