Overview
Assets Under Management: $447 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 110
Average Client Assets: $3 million
Frequently Asked Questions
GRANT/GROSSMENDELSOHN, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111509), GRANT/GROSSMENDELSOHN, LLC is subject to fiduciary duty under federal law.
GRANT/GROSSMENDELSOHN, LLC is headquartered in BALTIMORE, MD.
GRANT/GROSSMENDELSOHN, LLC serves 110 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, GRANT/GROSSMENDELSOHN, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRANT/GROSSMENDELSOHN, LLC manages $447 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, GRANT/GROSSMENDELSOHN, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 889
Discretionary Accounts: 882
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 111509
Last Filing Date: 2025-02-26 00:00:00
Website: https://ggmwealthadvisors.com