# Grand Life Financial LLC

> Grand Life Financial LLC is a state-registered investment advisory firm in Summit, NJ, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 322132
- Filed as: GRAND LIFE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322132
- AdvisorCensus page: https://advisorcensus.com/firm/grand-life-financial-llc-summit-nj-322132

## Quick answers

**How is Grand Life Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grand Life Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grand Life Financial LLC located?**
Grand Life Financial LLC's principal office is in Summit, NJ, according to its Form ADV.

**Is Grand Life Financial LLC registered with the SEC or a state?**
Grand Life Financial LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322132.

**How much does Grand Life Financial LLC manage?**
Grand Life Financial LLC reports $8,565,682 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Grand Life Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Grand Life Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322132

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,565,682
- Discretionary: $8,565,682
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,029,334 |
| High net worth individuals | 5 | $7,536,348 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grandlf.com
- Facebook @GrandLifeFinancial
- Facebook facebook.com
- LinkedIn @grand-life-financial
- YouTube @GrandLifeFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grand Life Financial LLC (CRD 322132): Form ADV filing data as of October 2026.