Grant Street Asset Management Inc
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 106980
- Registered since
- January 14, 1993
- Website
- www.gsaminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.51%
- Charitable Organizations10.75%
- Individuals10.63%
- Pension & Profit Sharing Plans2.04%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Grant Street Asset Management Inc is an independent, SEC-registered registered investment adviser that has been operating since 1993. The firm is owned by an individual and serves both individual/family and institutional clients. Its service mix centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Kristen Jackson
President And CEOCRD 5088157
Michael Loch
Chief Compliance OfficerCRD 4363030
Contacts
3 of 6
Patrick Evans
Senior Wealth AdvisorCRD 5808055
John Ferraro
Senior Wealth AdvisorCRD 5135485
Scott Dolson
Financial AdvisorCRD 5348342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$500M in ETFs
48%
$241M
47%
$259M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $93.5M | 143,123 | 18.69% |
Location
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 380 Southpointe Blvd
- Time zone
- ET (UTC-5)
- Office locations
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