Investment adviser · CRD 171770
GRANDVIEW ADVISORY SERVICES, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed May 30, 2014
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 30, 2014. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
101 CALIFORNIA STREET, SUITE 2710SAN FRANCISCO, CA, 94111, United States
CRD 171770
Filing source
Form ADV 826559 · May 30, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.