Casey Grigg
Casey Grigg is a CFA-designated registered investment advisor at Callidus Capital Partners LLC, based in La Canada, CA, with 21 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be as high as 4% or as low as 0% under special arrangements. Fees are negotiable. Minimum annual fee is $1,000.
Fee Estimator
Location
La Canada, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2006Other Business Activities
Casey is a full-time, tenured faculty member at Los Angeles Pierce College, teaching finance courses, dedicating about 10-20% of their time. Casey is also an adjunct faculty member at California State University, Northridge, but is currently not teaching.
Employment History
Current Registrations
Callidus Capital Partners LLC
Previous Registrations
Robert Osher Investment Management
Gould Asset Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.