Grant Street Asset Management Inc

RIASEC Registered

Total AUM

$769M

Discretionary

$741M

96% of AUM

Avg account

$593K

Accounts

1,297

Employees

18

Advisory reps

9

Firm details

Headquarters: Canonsburg, Pennsylvania
CRD number: 106980
Registered since: January 14, 1993
Website: www.gsaminc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.51%
Charitable Organizations10.75%
Individuals10.63%
Pension & Profit Sharing Plans2.04%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grant Street Asset Management Inc is an independent, privately owned registered investment adviser founded in 1993. The firm serves both individual & family clients and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing and flat fees. The firm is not designated as a capital allocator and does not report active ESG investing activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities5%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Kristen Jackson
President and CEOCRD 5088157
Michael Loch
Chief Compliance OfficerCRD 4363030

Contacts

3 of 7

Patrick Evans
Senior Wealth AdvisorCRD 5808055
John Ferraro
Senior Wealth AdvisorCRD 5135485
Michael Evans
Executive ChairmanCRD 203032

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 60

Active vs passive

$589M in ETFs

Passive

46%

$271M

Active

50%

$318M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$109M	144,976	18.43%

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Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: Washington
Address: 380 Southpointe Blvd
Time zone: ET (UTC-5)
Office locations

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