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Grandview Asset Management LLC

● SEC registered since 2016CRD 172357SEC# 801-108096Harrisburg, PA
Export (members)
Reg. AUM
$340M
Employees
10
Accounts
1,321
Location
Harrisburg, PA

Grandview Asset Management LLC assets under management

Grandview Asset Management LLC is an investment advisory firm registered with the SEC based in Harrisburg, PA. The firm has been registered since 2016. It reports $340 million in regulatory assets under management and employs 10 people.
www.inspiretoretire.comView on SEC.gov ↗

Grandview Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Bruce Alan Smith ControlCco/OwnerOver 75%2022

Frequently asked questions

How much does Grandview Asset Management LLC manage?

Grandview Asset Management LLC reports $340 million in regulatory assets under management on its Form ADV.

How many employees does Grandview Asset Management LLC have?

Grandview Asset Management LLC reports 10 employees.

Where is Grandview Asset Management LLC located?

Grandview Asset Management LLC is based in Harrisburg, PA and has been SEC-registered since 2016.

Does Grandview Asset Management LLC disclose fund performance?

Grandview Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
Phone717-541-1000
Fax717-541-1008
Office hours9:00 a.m. - 5:00 p.m. (Friday 9a.m.-3p.m.)
SEC regionPhiladelphia Regional Office (PLRO)
CIK1766791
Discloses disciplinary historyNo

Assets under management

Discretionary$335.7M
Non-discretionary$4.3M
Total (RAUM)$340M