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Terry Lee Pfeffer

GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, Pennsylvania
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380 SOUTHPOINTE BLVD, CANONSBURG, PA 15317CRD# 704987Firm CRD# 106980
01

About

Terry Lee Pfeffer is a registered financial advisor based in CANONSBURG, Pennsylvania, affiliated with GRANT STREET ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRANT STREET ASSET MANAGEMENT INC
GRANT STREET ASSET MANAGEMENT INC
AUM
$579M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at GRANT STREET ASSET MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 704987
Firm CRD# 106980
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Lee Pfeffer offer?
Terry Lee Pfeffer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Terry Lee Pfeffer's credentials?
Terry Lee Pfeffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lee Pfeffer located?
Terry Lee Pfeffer is based in CANONSBURG, Pennsylvania, working with GRANT STREET ASSET MANAGEMENT INC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.
How does Terry Lee Pfeffer charge for services?
Terry Lee Pfeffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANT STREET ASSET MANAGEMENT INC?
GRANT STREET ASSET MANAGEMENT INC has approximately 13 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CANONSBURG
Scott Andrew Hefty — NETWORTH ADVISORS, LLCMichael Mark Evans — GRANT STREET ASSET MANAGEMENT INCPatrick T Evans — GRANT STREET ASSET MANAGEMENT INCRebecca Aileen Bryan — BRYAN ADVISORY SERVICES, LLCRyan Patrick Neupaver — SANTORI & PETERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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