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GRANT STREET ASSET MANAGEMENT INC

CANONSBURG, PA · CRD 106980 · IAPD ↗ · 412-257-8060

$768.9MRegulatory AUM
8Advisory reps
18Employees
0Clients
51-100Planning clients
0Private funds
19States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — GRANT STREET ASSET MANAGEMENT INC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2026 — GRANT STREET ASSET MANAGEMENT INC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — GRANT STREET ASSET MANAGEMENT INC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
December 2025 — GRANT STREET ASSET MANAGEMENT INC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — GRANT STREET ASSET MANAGEMENT INC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — GRANT STREET ASSET MANAGEMENT INC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
July 2024 — GRANT STREET ASSET MANAGEMENT INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — GRANT STREET ASSET MANAGEMENT INC notice-filed in NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.