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).
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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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, MD, PA, SC, TX
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.
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.
Thomas Parker (CRD# 6975340) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has 1 year of experience in the finance industry.