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 registered investment adviser organized as an LLC and operating since 2016. The firm serves individual and family clients and acts as a capital allocator, charging either a percentage of assets under management or fixed fees. It maintains broker-dealer and insurance-broker relationships through which certain principals operate as registered representatives. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education via seminars and workshops. Grandview does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser.
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 1
Adam Koser
Chief Investment OfficerCRD 5412979
Contacts
3 of 3
Thomas 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 59Active vs passive
$137M in ETFs
88%
$121M
2%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $22M | 30,038 | 16.08% |
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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