380 Southpointe Blvd
South Pointe Plaza Ii Suite 315
Canonsburg, Pennsylvania 15317
Tel: 412-257-8060
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106980 |
SEC# | 801-43095 |
Assets Managed by Firm | $578,666,263 |
No. of Clients | 1130 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1130 | $578,666,263 |
Individuals (other than high net worth individuals) | 266 | $88,372,294 |
High net worth individuals | 129 | $453,983,285 |
Pension and profit sharing plans | 1 | $3,622,936 |
Charitable organizations | 14 | $32,231,094 |
Corporations or other businesses | 1 | $456,654 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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