GRANDVIEW ASSET MANAGEMENT LLC
CRD #172357 SEC #801-108096 HARRISBURG, PA 717-541-1000
SEC Registered
Total AUM
$340M
Discretionary
$335.7M
Employees
10
Clients
0
Accounts
1,321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340M | $335.7M | $4.3M | 10 | 0 |
| Mar 2024 | $263.6M | $259.9M | $3.8M | 8 | 0 |
| Mar 2024 | $263.6M | $259.9M | $3.8M | 8 | 0 |
| Oct 2023 | $219.4M | $219M | $391.6K | 8 | 0 |
| Mar 2023 | $219.4M | $219M | $391.6K | 8 | 0 |
| Sep 2022 | $298.3M | $298.3M | $0 | 10 | 0 |
| Aug 2022 | $298.3M | $298.3M | $0 | 10 | 0 |
| Mar 2022 | $298.3M | $298.3M | $0 | 10 | 0 |
| Feb 2022 | $218.3M | $218.3M | $0 | 6 | 3 |
| Sep 2021 | $218.3M | $218.3M | $0 | 6 | 3 |
| Mar 2021 | $218.3M | $218.3M | $0 | 6 | 3 |
| Jun 2020 | $169M | $169M | $0 | 5 | 3 |
| Mar 2020 | $169M | $169M | $0 | 5 | 3 |
| Dec 2019 | $137.7M | $137.7M | $0 | 5 | 5 |
| Dec 2019 | $137.7M | $137.7M | $0 | 5 | 5 |
| Mar 2019 | $137.7M | $137.7M | $0 | 5 | 5 |
| Sep 2018 | $120M | $120M | $0 | 7 | 5 |
| Mar 2018 | $120M | $120M | $0 | 7 | 5 |
| Aug 2017 | $108.3M | $107.1M | $1.2M | 4 | 300 |
| May 2017 | $108.3M | $107.1M | $1.2M | 4 | 300 |
| Mar 2017 | $108.3M | $107.1M | $1.2M | 4 | 300 |
| Jan 2017 | $102.2M | $101M | $1.2M | 6 | 300 |
| Aug 2016 | $102.2M | $101M | $1.2M | 6 | 300 |
| Jun 2016 | $102.2M | $101M | $1.2M | 6 | 300 |
DateMar 2025
Total AUM$340M
Discretionary$335.7M
Non-Disc.$4.3M
Employees10
Clients0
DateMar 2024
Total AUM$263.6M
Discretionary$259.9M
Non-Disc.$3.8M
Employees8
Clients0
DateMar 2024
Total AUM$263.6M
Discretionary$259.9M
Non-Disc.$3.8M
Employees8
Clients0
DateOct 2023
Total AUM$219.4M
Discretionary$219M
Non-Disc.$391.6K
Employees8
Clients0
DateMar 2023
Total AUM$219.4M
Discretionary$219M
Non-Disc.$391.6K
Employees8
Clients0
DateSep 2022
Total AUM$298.3M
Discretionary$298.3M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$298.3M
Discretionary$298.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$298.3M
Discretionary$298.3M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$218.3M
Discretionary$218.3M
Non-Disc.$0
Employees6
Clients3
DateSep 2021
Total AUM$218.3M
Discretionary$218.3M
Non-Disc.$0
Employees6
Clients3
DateMar 2021
Total AUM$218.3M
Discretionary$218.3M
Non-Disc.$0
Employees6
Clients3
DateJun 2020
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients3
DateDec 2019
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients5
DateDec 2019
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients5
DateMar 2019
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients5
DateSep 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees7
Clients5
DateMar 2018
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees7
Clients5
DateAug 2017
Total AUM$108.3M
Discretionary$107.1M
Non-Disc.$1.2M
Employees4
Clients300
DateMay 2017
Total AUM$108.3M
Discretionary$107.1M
Non-Disc.$1.2M
Employees4
Clients300
DateMar 2017
Total AUM$108.3M
Discretionary$107.1M
Non-Disc.$1.2M
Employees4
Clients300
DateJan 2017
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees6
Clients300
DateAug 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees6
Clients300
DateJun 2016
Total AUM$102.2M
Discretionary$101M
Non-Disc.$1.2M
Employees6
Clients300