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| Grant/Grossmendelsohn LLC
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|---|---|
| CRD # | 111509 |
| SEC # | 801-50972 |
| CIK # | 0001810677 |
| AUM | $434.4 MM (2023-02-22) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 410-685-9685 |
| Address | 1801 Porter Street Baltimore, MD 21230 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TOST | 7,135.6 | 0.0 | |
| GLD | 0.0 | ||
| ORCL | 182,760.6 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| ABBV | 269,466.6 | 0.0 | |
| LOW | 111,668.6 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| PG | 338,108.9 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 28.3 |
| (b) Individuals (high net worth individuals) | 111 | 347.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 17.5 |
| (h) Charitable organizations | 13 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 24.6 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 434.4 |
| By Discretionary | ||
| Discretionary | 730 | 412.8 |
| Non-Discretionary | 11 | 21.6 |
| Total | 741 | 434.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 432.9 | |
| Total | 741 | 434.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001810677] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
East End Financial Group Inc
✚
|
NY | 0.4 |
|
Thor Investment Management Inc
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|
OH | 0.4 |
|
Rootstock Investment Management LLC
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|
PA | 0.4 |
|
AFS Financial Group LLC
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|
MD | 0.4 |
|
Roman Butler Fullerton & Co
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|
MO | 0.4 |
|
Kreitler Financial LLC
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|
CT | 0.4 |
|
Canvas Wealth Advisors LLC
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|
KS | 0.4 |
|
Clune & Associates
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|
IL | 0.4 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.4 |
|
Heron Financial Group LLC
✚
|
NY | 0.4 |