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President, Chief Compliance Officer, Secretary, Treasurer · Grant Koehler & Levin LTD.

Christopher J. Grant

CRD 1428008 · Named on Form ADV at one SEC-registered adviser

At a glance

Grant Koehler & Levin LTD., an SEC-registered wealth manager with $289 million in regulatory assets, lists Christopher J. Grant on its Form ADV as President, Chief Compliance Officer, Secretary, Treasurer, a control person.

Firms and roles

  • Grant Koehler & Levin LTD.President, Chief Compliance Officer, Secretary, TreasurerWealth manager · United States · $289M in regulatory assets

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.