GRANDVIEW ASSET MANAGEMENT LLC

4200 Crums Mill Road
Floor 2
Harrisburg, Pennsylvania 17112
Tel: 717-541-1000

About GRANDVIEW ASSET MANAGEMENT LLC

GRANDVIEW ASSET MANAGEMENT LLC, formally registered with the SEC as GRANDVIEW ASSET MANAGEMENT LLC. The firm was established in 07/11/2016. They have over 4 offices throughout the country.

GRANDVIEW ASSET MANAGEMENT LLC is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $263,642,772 assets under management, offering retirement planning & investment advisory services to 1263 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172357
SEC#	801-108096
Assets Managed by Firm	$263,642,772
No. of Clients	1263
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1263	$263,642,772
Individuals (other than high net worth individuals)	555	$147,741,067
High net worth individuals	40	$115,118,453
Charitable organizations	Fewer than 5 clients	$171,045
Corporations or other businesses	Fewer than 5 clients	$612,207

More Retirement Planning firms in Harrisburg, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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