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Building 2GRANDVIEW ASSET MANAGEMENT LLC

Map pinHARRISBURG, PA
Phone717-541-1000
NotebookSEC #801-108096
Total AUM
$411.7M
Employees
9
Clients
608

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 CRUMS MILL ROAD
FLOOR 2
HARRISBURG
PA 17112
United States
Operating Hours
9:00 AM - 5:00 PM (FRIDAY 9AM-3PM)
Monday - Friday
Phone
717-541-1000
Other Offices
5

ReceiptFinancials

Total AUM
$411.7M
Accounts
1,372
Discretionary
$404.6M
Accounts
1,360
Non-Discretionary
$7.1M
Accounts
12

ContactClients

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Individual Clients
575
AUM
$246M
HNW Individual Clients
31
AUM
$165.3M
Charitable Organization Clients
1
AUM
$10.4K
Corporation or Business Clients
1
AUM
$306.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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