A complete list of active advisors currently associated with Grant Street Asset Management Inc
Warmer can help you find a great advisor at Grant Street Asset Management Inc or one who fits your needs even better.
Grant Street Asset Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) as well as institutional clients such as pension and charitable organizations. The firm manages roughly $768 million in client assets and offers continuous portfolio supervision, personalized investment strategies, and periodic performance reporting. The firm’s investment process emphasizes asset allocation and a mix of mutual funds, ETFs and individual securities using fundamental, quantitative, qualitative and technical analysis as appropriate to client goals and risk tolerance. Grant Street also offers management of “held‑away” accounts—primarily 401(k) plans and other non‑custodied assets—using a third‑party order management platform to implement tax‑aware asset location and opportunistic rebalancing while avoiding custody of client credentials. Grant Street’s ADV includes recent material disclosures noting additions to its strategic growth and client service staff in 2025, a type of disclosure that is relatively uncommon among comparable team firms. The brochure also highlights the firm’s use of institutional platform relationships to support trading and reporting and notes that it does not vote client proxies, which may be meaningful operational distinctions for prospective clients to consider.
To learn more about the advisors currently working at Grant Street Asset Management Inc, 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.
You can also browse Grant Street Asset Management Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Williamsport, MD
| 5
| |
Canonsburg, PA
| 23
| |
Canonsburg, PA
| 15
| |
Canonsburg, PA
| 20
| |
Canonsburg, PA
| 1
| |
Canonsburg, PA
| 20
| |
Canonsburg, PA
| 23
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")