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GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357 · SEC 801-108096
4200 CRUMS MILL ROAD, FLOOR 2, HARRISBURG, PA, 17112, United States
Phone
717-541-1000
Fax
717-541-1008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.7M
Discretionary AUM
$404.6M
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 575 | $246.0M |
| High net worth individuals | 31 | $165.3M |
States served
MD, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD