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Amanda K Grams

Marietta Investment Partners, LLC

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About Amanda K Grams

Amanda Grams is a registered investment advisor representative at Marietta Investment Partners, LLC. Amanda has been in the industry since July 2014 and holds a Series 65 license. Amanda specializes in providing portfolio management for individuals and businesses. Marietta Investment Partners, LLC is a registered investment advisor firm located in Milwaukee, WI, with a strong focus on providing financial advice to a diverse range of clients.

Firm Information

Amanda Grams is currently registered with Marietta Investment Partners, LLC. Marietta Investment Partners, LLC is an investment advisor headquartered in Milwaukee, WI. The firm manages approximately $535,555,196 in assets for 347 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Marietta Investment Partners, LLC provides portfolio management services for individuals and businesses.
Marietta Investment Partners, LLC

100 EAST WISCONSIN AVENUE, SUITE 2650

MILWAUKEE, WI 53202

$535.56M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Grams’s Registration & Firm History

WI

10/17/2024 - Present

Marietta Investment Partners, LLC (MILWAUKEE WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda K Grams.
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