GRITSTONE ASSET MANAGEMENT LLC

4800 Hampden Lane
Suite 200
Bethesda, Maryland 20814
Tel: 240-470-7001

About GRITSTONE ASSET MANAGEMENT LLC

GRITSTONE ASSET MANAGEMENT LLC, formally registered with the SEC as GRITSTONE ASSET MANAGEMENT LLC. The firm was established in 09/09/2022. They have over 1 offices throughout the country.

GRITSTONE ASSET MANAGEMENT LLC is a Bethesda, Maryland based Financial Planning firm with nearly $104,400,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298500
SEC#	801-126531
Assets Managed by Firm	$104,400,000
No. of Clients	3
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$104,400,000
Charitable organizations	Fewer than 5 clients	$86,400,000

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