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 that has been SEC registered since 1993. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its compensation model combines percentage-of-AUM fees with fixed-fee arrangements. The firm does not identify as an active ESG investor.

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

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 57

Active vs passive

$591M in ETFs

Passive

47%

$276M

Active

49%

$316M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$112M	146,504	18.97%

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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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