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Bruce Alan Smith

GRANDVIEW ASSET MANAGEMENT LLC·HARRISBURG, Pennsylvania
Unclaimed Profile
4200 CRUMS MILL ROAD, HARRISBURG, PA 17112CRD# 1515396Firm CRD# 172357
01

About

Bruce Alan Smith is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with GRANDVIEW ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GRANDVIEW ASSET MANAGEMENT LLC
GRANDVIEW ASSET MANAGEMENT LLC
AUM
$264M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GRANDVIEW ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1515396
Firm CRD# 172357
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Alan Smith offer?
Bruce Alan Smith specializes in Financial Planning, Investment Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Bruce Alan Smith's credentials?
Bruce Alan Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Alan Smith located?
Bruce Alan Smith is based in HARRISBURG, Pennsylvania, working with GRANDVIEW ASSET MANAGEMENT LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
How does Bruce Alan Smith charge for services?
Bruce Alan Smith'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 GRANDVIEW ASSET MANAGEMENT LLC?
GRANDVIEW ASSET MANAGEMENT LLC has approximately 8 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert James Dolan — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Robert John Mrazik — CONRAD SIEGEL INVESTMENT ADVISORS, INC.David Henry Killick — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Thomas Leroy Zimmerman — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Kurt David Balderston — TMFS-HARRISBURG, LLC
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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