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James Michael Lisko

GRANDVIEW CAPITAL MANAGEMENT LLC·MANHATTAN BEACH, California
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820 MANHATTAN AVENUE, MANHATTAN BEACH, CA 90266CRD# 5559010Firm CRD# 108160
01

About

James Michael Lisko is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with GRANDVIEW CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GRANDVIEW CAPITAL MANAGEMENT LLC
GRANDVIEW CAPITAL MANAGEMENT LLC
AUM
$106M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GRANDVIEW CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5559010
Firm CRD# 108160
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Michael Lisko offer?
James Michael Lisko specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.
What are James Michael Lisko's credentials?
James Michael Lisko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Lisko located?
James Michael Lisko is based in MANHATTAN BEACH, California, working with GRANDVIEW CAPITAL MANAGEMENT LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.
How does James Michael Lisko charge for services?
James Michael Lisko's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANDVIEW CAPITAL MANAGEMENT LLC?
GRANDVIEW CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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