Grandview Asset Management LLC
Grandview Asset Management LLC (CRD# 172357) is a financial advisory firm headquartered in Harrisburg, PA. They manage $263,642,772 in 1,263 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management264MILLION
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Total Number of Accounts1,263ACCOUNTS
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Average Account Value$208,743
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, PA, SC, TX
Financial Advisors at Grandview Asset Management LLC
1
Gary Kephart (CRD# 268215) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 40 years of experience in the finance industry.
2
Bruce Smith (CRD# 1515396) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 36 years of experience in the finance industry.
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