Unclaimed
Kristin Demor Grant is an investment advisor representative with Aristotle Capital Management, LLC. Kristin has been with the firm since 2018 and has a Series 65 license. Kristin has experience working with clients including corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Kristin provides investment advisory services such as portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/13/2023 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
IA
Issued 09/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kristin Grant is the right advisor for you? Invested Better is here to help.