Grandview Asset Management LLC

Grandview Asset Management LLC (CRD# 172357) is a financial advisory firm headquartered in Harrisburg, PA. They manage $108,308,466 in 785 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    785
    ACCOUNTS
  • Average Account Value
    $137,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Grandview Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Renee J. Moro
CRD#: 3185941
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
93
Wealthminder
score

Renee Moro (CRD# 3185941) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 19 years of experience in the finance industry.

2
William J. Parker
CRD#: 2363450
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
93
Wealthminder
score

William Parker (CRD# 2363450) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 24 years of experience in the finance industry.

3
Rebekah M. Godlewski
CRD#: 5382514
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
88
Wealthminder
score

Rebekah Godlewski (CRD# 5382514) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has 1 year of experience in the finance industry.

4
John F. Desantis
CRD#: 6775987
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
87
Wealthminder
score

John Desantis (CRD# 6775987) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has 1 year of experience in the finance industry.

5
Matthew R. Krupp
CRD#: 6775984
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
87
Wealthminder
score

Matthew Krupp (CRD# 6775984) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has 1 year of experience in the finance industry.

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