Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Larry R. Christenson, acting as a solicitor for Joseph Grace, does not charge a fee for introducing clients to other Investment Advisors. He is compensated directly by those advisors, as detailed in the solicitor's disclosure document. Clients will sign an agreement with the other Investment Advisor, whose ADV Part 2 outlines their advisory services and fees.
Advisor Information
Office location
48 Wall Street, 11 Th Floor, New York, NY, 10005
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is a Senior Vice President at Christenson Investment Partners, providing third-party marketing solicitation services for institutional investment managers since 2005. This takes about half of Steven's time.