Grant/GrossMendelsohn Legal Disclosure

In this section, you will find the required Securities Exchange Commission (SEC) Disclosure Documentation for Grant/GrossMendelsohn, LLC. We manage over $150 million for more than 125 individual investors, corporations, pension plans and foundations. We make buy and sell decisions for our clients, but we do not hold their assets. Assets are held in custodial accounts in the client’s name at Charles Schwab and Company, Inc., one of the nation’s most respected custodians, administering more than $1.4 trillion in client assets. The SEC Form ADV is a form filed by Registered Investment Advisors (RIA) and contains information about assets under management, types of fee arrangements, advisor backgrounds, and a firm balance sheet. The SEC Form ADV — Schedule F contains information regarding the policies, procedures and qualifications of the advisors at Grant/GrossMendelsohn. If you have any questions regarding these documents, please call our office at 410.685.9685 or e-mail us at info@ggmwealthadvisors.com.