Graves Financial Advisory Group

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1969 Upper Water St Ste 1801, Halifax, N...

Phone Number

(902) 457-4003

Revenue

$10.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Graves Financial Advisory Group

Graves Financial Advisory Group is a family-oriented wealth management firm based in Halifax, specializing in personalized investment management, private banking, wealth planning, and estate and trust services. They focus on building long-term relationships with clients, offering a unique approach to portfolio management and a structured transition plan for future advisors. The firm aims to empower clients through education and transparent financial advice, catering to those looking to grow, protect, or transition their wealth. With a commitment to accountability and competitive rates, they strive to support clients at all stages of their financial journey.Explore more
Graves Financial Advisory Group's Social MediaPopular SearchesGraves Financial Advisory GroupGraves Financial AdvisoryGroupGraves Investments IncSIC Code 62,628NAICS Code 52,523Show more

Graves Financial Advisory Group Org Chart

PhoneEmail
JM
Canada flag for contact location.

Client Associate

PhoneEmail
JG
Canada flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Graves Financial Advisory Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Graves Financial Advisory Group

Compare insights from companies similar to Graves Financial Advisory Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Graves Financial Advisory...

$10.9M
11-50
Private
-
1980
JM
Joanne McFetersClient Associate
$7.1M
11-50
Private
-
2001
DC
Dave CooperPortfolio Manager
<$5M
11-50
Private
-
-
AP
Adam PerosGroup Director, Benefits & Retirement Solutions
<$5M
11-50
Private
-
2002
TT
Thanh TruongBranch Administrator
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
RS
Robert SchultzFinancial Advisor
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Graves Financial Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Graves Financial Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Graves Financial Advisory Group.

Graves Financial Advisory Group Tech Stack

A closer look at the technologies used by Graves Financial Advisory Group

Top Finance Companies

Frequently Asked Questions Regarding Graves Financial Advisory Group

What is Graves Financial Advisory Group's official website?
Graves Financial Advisory Group's official website is www.gravesgroup.ca
What is Graves Financial Advisory Group's Revenue?
Graves Financial Advisory Group's revenue is $10.9 Million
What is Graves Financial Advisory Group's SIC code?
Graves Financial Advisory Group's SIC: 62,628
What is Graves Financial Advisory Group's NAICS code?
Graves Financial Advisory Group's NAICS: 52,523
How many employees does Graves Financial Advisory Group have?
Graves Financial Advisory Group has 11-50 employees
What industry does Graves Financial Advisory Group belong to?
Graves Financial Advisory Group is in the industry of: Finance, Securities Trading
What is Graves Financial Advisory Group competition?
Graves Financial Advisory Group top competitors include: Rosen Group Private Wealth Management, MV Wealth Partners of ACPI, 1867 Private Wealth Management, Tower Wealth Management
What technology does Graves Financial Advisory Group use?
Some of the popular technologies that Graves Financial Advisory Group uses are: CSC Corporate Domains, Google Universal Analytics, Cloudflare CDN, Adobe Activation
How do I contact Graves Financial Advisory Group?
Graves Financial Advisory Group contact info: Phone number: (902) 457-4003 Website: www.gravesgroup.ca
What does Graves Financial Advisory Group do?

Graves Financial Advisory Group is a family-oriented wealth management firm based in Halifax, specializing in personalized investment management, private banking, wealth planning, and estate and trust services. They focus on building long-term relationships with clients, offering a unique approach to portfolio management and a structured transition... plan for future advisors. The firm aims to empower clients through education and transparent financial advice, catering to those looking to grow, protect, or transition their wealth. With a commitment to accountability and competitive rates, they strive to support clients at all stages of their financial journey.Read More

What are Graves Financial Advisory Group social media links?
Graves Financial Advisory Group Linkedin page
Is Graves Financial Advisory Group a public company?
Graves Financial Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Graves Financial Advisory Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.