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Inactive Investor · Grace & White, Inc

Gwendolyn Grace

CRD 1502160 · Named on Form ADV at one SEC-registered adviser

At a glance

Grace & White, Inc, an SEC-registered wealth manager based in New York, NY with $964 million in regulatory assets, lists Gwendolyn Grace on its Form ADV as Inactive Investor.

Firms and roles

  • Grace & White, IncInactive InvestorWealth manager · New York, NY · $964M in regulatory assets

AtlasMembers

Gwendolyn’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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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 (8)

3 more people named with Gwendolyn on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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