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GRANT STREET ASSET MANAGEMENT INC

380 Southpointe Blvd
South Pointe Plaza Ii Suite 315
Canonsburg, Pennsylvania 15317
Tel: 412-257-8060

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About GRANT STREET ASSET MANAGEMENT INC

GRANT STREET ASSET MANAGEMENT INC, formally registered with the SEC as GRANT STREET ASSET MANAGEMENT INC. The firm was established in 01/14/1993. They have over 2 offices throughout the country.

GRANT STREET ASSET MANAGEMENT INC is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $578,666,263 assets under management, offering retirement planning & investment advisory services to 1130 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106980
SEC#801-43095
Assets Managed by Firm$578,666,263
No. of Clients1130
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1130$578,666,263
Individuals (other than high net worth individuals)266$88,372,294
High net worth individuals129$453,983,285
Pension and profit sharing plans1$3,622,936
Charitable organizations14$32,231,094
Corporations or other businesses1$456,654

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