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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Grant/Grossmendelsohn LLC
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|---|---|
| CRD # | 111509 |
| SEC # | 801-50972 |
| CIK # | 0001810677 |
| AUM | $446.8 M (2025-03-26) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 410-685-9685 |
| Address | 1801 Porter Street Baltimore, MD 21230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 15.1 | ||
| Oracle Corp | 4.9 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Barrett Business Services Inc | 2.4 | ||
| Nvidia Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Procter & Gamble Co | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 55.4 |
| (b) Individuals (high net worth individuals) | 110 | 327.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 20.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 19.1 |
| (h) Charitable organizations | 11 | 13.4 |
| (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 | 15 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 446.8 |
| By Discretionary | ||
| Discretionary | 882 | 437.1 |
| Non-Discretionary | 7 | 9.6 |
| Total | 889 | 446.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 445.1 | |
| Total | 889 | 446.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810677] |
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|---|---|---|
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IL | 0.4 |
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CA | 0.4 |
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OR | 0.4 |
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NY | 0.4 |
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Keystone Global Partners LLC
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CO | 0.4 |