Investment adviser · CRD 128566

GROSSMAN FINANCIAL MANAGEMENT

Investment adviser filing (IA)

GROSSMAN, LAWRENCE I

BENICIA, CA, United States · Form ADV filed Feb 13, 2014

Regulatory AUM
$69.6M
Form ADV · Item 5.F
Client accounts
76
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Feb 13, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

940 ADAMS STREET, SUITE L
BENICIA, CA, 94510, United States

CRD 128566

Filing source

Form ADV 787603 · Feb 13, 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.