In this section, you will find the required Securities Exchange Commission (SEC) Disclosure Documentation for Grant/GrossMendelsohn, LLC. We manage over $200 million for more than 150 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 $1.65 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 Grant/GrossMendelsohn, LLC, Privacy Policy describes our commitment to safeguarding the confidential information of each of our clients. It also contains our position regarding the confidentiality of our client’s information and clearly states that we distribute NO client information to outside vendors and/or third parties.
If you have any questions regarding these documents, please call our office at 410.685.9685 or e-mail us.
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