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Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer · City Different Investments

Joel E. Grimstad

CRD 7311599 · Named on Form ADV at one SEC-registered adviser

At a glance

City Different Investments, an SEC-registered wealth manager based in Santa FE, NM with $244 million in regulatory assets, lists Joel E. Grimstad on its Form ADV as Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer, a control person.

Firms and roles

  • City Different InvestmentsChief Compliance Officer, Chief Operating Officer, Chief Financial OfficerWealth manager · Santa FE, NM · $244M in regulatory assets

AtlasMembers

Joel’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 (6)

1 more person named with Joel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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