GRANDVIEW ASSET MANAGEMENT LLC

HTTP://WWW.GRANDVIEWASSETMANAGEMENT.COM/ HARRISBURG, PA Investment Advisor How do I update this listing?

Grandview Asset Management is based out of Harrisburg. Grandview Asset Management is a large advisory firm with 385 clients and discretionary assets under management (AUM) of $120,040,378 (Form ADV from 2018-09-05). Their last reported 13F filing for Q4 2018 included $94,255,000 in managed 13F securities and a top 10 holdings concentration of 38.12%. Grandview Asset Management's largest holding is Facebook Inc with shares held of 38,055. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GRANDVIEW ASSET MANAGEMENT LLC
4200 CRUMS MILL ROAD FLOOR 2
HARRISBURG PA    17112
Country: United States

Business Phone: 717-541-1000
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 7
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 644,796
Total Number of Clients: 385
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018

Loading...

Elevate your investments