$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 02-18-2022
- Office Locations
- 1
Office Locations
-- Middletown NJ
About Grant Asset Management, LLC
Grant Asset Management is an independent Middletown, NJ registered investment adviser providing fiduciary, unbiased guidance through financial planning and portfolio management for retail investors. The firm emphasizes ETF-based portfolio construction and risk-aware asset allocation, and can custody client assets at Charles Schwab or Fidelity/NFS.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$230.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Momentum wave
Custodian
Matrix Wave unison Harbor
Investment Themes
Frontier unison Quantum matrix Catalyst
Investment Vehicles
Fusion prime Summit timber
Services
Value Zenith meridian Ridge zenith Foundation Signal oak Harbor Value momentum Timber Unison atlas
Technology
Momentum glacier
Owner & Executives
DOUGLAS F GRANT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4810552
- Ownership
- 75% or more
(846) 798-2355
quantum.alpha@summitcapital.com
in linkedin.com/in/summit-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,381,298 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,381,298 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,381,298
Equity - Exchange:
52.6% Cash:
47.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,584,777,381 | 52.6% |
| Cash | $3,230,388,743 | 47.4% |
| Total | $6,815,166,124 | 100.0% |