Unclaimed Profile

William James Parker

GRANDVIEW ASSET MANAGEMENT LLC·HARRISBURG, Pennsylvania

Clean recordGRANDVIEW ASSET MANAGEMENT LLC

4200 CRUMS MILL ROAD, HARRISBURG, PA 17112CRD# 2363450Firm CRD# 172357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Parker · HARRISBURG, PA

Registration

CRD #2363450 · GRANDVIEW ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William James Parker 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GRANDVIEW ASSET MANAGEMENT LLC

AUM

$264M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2363450

Firm CRD# 172357

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Parker offer?

William James Parker specializes in Financial Planning, Investment Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are William James Parker's credentials?

William James Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William James Parker located?

William James Parker 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 William James Parker charge for services?

William James Parker'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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