A complete list of active advisors currently associated with Grandview Asset Management LLC
Warmer can help you find a great advisor at Grandview Asset Management LLC or one who fits your needs even better.
GrandView Asset Management LLC provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. As of December 31, 2025 the firm reported approximately $411.7 million in assets under management across about 606 client relationships, with the majority of assets managed on a discretionary basis and a stated account minimum of $20,000 (waivable). The firm manages accounts under written investment policy statements and describes a four-step security selection process—identify the universe, screen for financial strength, examine historical cash flows, and select holdings at attractive valuations—and generally constructs portfolios using stocks, bonds, ETFs, and mutual funds while also employing technical analysis and, when appropriate, short sales, MLPs, and cryptocurrency exposures. GrandView offers both discretionary (clients authorize a Limited Power of Attorney) and non-discretionary management and conducts at least quarterly reviews of client accounts. The brochure highlights a wrap-fee program sponsored by GrandView for discretionary clients, noting that GrandView is the sole portfolio manager in the program and that certain transaction costs are included in the wrap fee, a structure the firm warns may not be appropriate for low‑trading or cash‑heavy accounts. The firm also discloses several less-common features for its peer group: participation in custodian‑provided educational conferences and events, and industry affiliations (employees who may act as registered representatives of PKS and as independent insurance agents, plus subleased relationships with tax and legal service providers) that create additional compensation paths and potential conflicts of interest.
To learn more about the advisors currently working at Grandview Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Harrisburg, PA
| 64
| |
Harrisburg, PA
| 2
| |
Harrisburg, PA
| 3
| |
Harrisburg, PA
| 20
|
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