GRANDVIEW ASSET MANAGEMENT LLC
Firm details
- Headquarters
- HARRISBURG, Pennsylvania
- CRD number
- 172357
- Registered since
- July 11, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.76%
- HNWI40.17%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grandview Asset Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2016. The firm focuses on individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. It describes itself as a capital allocator and combines traditional advisory services — financial planning and portfolio management for individuals and small businesses — with selection-of-other-advisers work and client education through seminars and workshops. Grandview also conducts broker-dealer registered representative activities and operates as an insurance broker. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1Adam Koser
Chief Investment OfficerCRD 5412979
Contacts
3 of 3Thomas Parker
Associate AdvisorCRD 6975340
BRUCE SMITH
Investment AdvisorCRD 1515396
GARY KEPHART
Investment AdvisorCRD 268215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$115M in ETFs
87%
$99.6M
1%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $16.5M | 28,432 | 14.40% |
Location
HARRISBURG, PA
DAUPHIN
Location
HARRISBURG, PA
Headquartered in HARRISBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- DAUPHIN
- Address
- 4200 Crums Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
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