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GRANT/GROSSMENDELSOHN, LLC

UUID4c839581-f235-5475-b51e-d3ff97efa9f0
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 111509 111509 1.0
sec_file_number 801-50972 801-50972

Profile

WebsiteHTTP://WWW.GGMWEALTHADVISORS.COM
HQ CityBALTIMORE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • GGM WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)446,762,291.0
  • RAUM (discretionary)437,129,516.0
  • Actionable assets391,371,466.0
  • Accounts889.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM19,059,293.0
  • Charitable AUM13,447,528.0
  • HNW AUM327,717,888.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.