LG
CFP
LG
CFP

Lyssa Marie Holman Grimaldo

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
587 clients
Average Client Portfolio
$13.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$3M
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Location

580 California St., Eighth Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lnw
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
The Golub Group
December 2013 - June 2018 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - September 2013 · 9 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Lyssa Marie Holman Grimaldo - Financial Advisor | TrueAdvisor