Grant/Grossmendelsohn, LLC
CRD 111509SEC# 801-50972Baltimore, MD
No longer SEC-registered. Grant/Grossmendelsohn, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$446.8M
Employees
7
Accounts
889
Location
Baltimore, MD
Grant/Grossmendelsohn, LLC assets under management
Grant/Grossmendelsohn, LLC is an investment advisory firm registered with the SEC based in Baltimore, MD. It reports $446.8 million in regulatory assets under management and employs 7 people.
Grant/Grossmendelsohn, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Goldner Control | Member | Under 5% | 2016 |
| Gross Mendelsohn & Associates, P.A. Control | Member | Over 75% | 2000 |
| Jeffrey Grant Johnson Control | Managing Director | 10-25% | 2016 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Grant/Grossmendelsohn, LLC manage?
Grant/Grossmendelsohn, LLC reports $446.8 million in regulatory assets under management on its Form ADV.
How many employees does Grant/Grossmendelsohn, LLC have?
Grant/Grossmendelsohn, LLC reports 7 employees.
Where is Grant/Grossmendelsohn, LLC located?
Grant/Grossmendelsohn, LLC is based in Baltimore, MD.
Does Grant/Grossmendelsohn, LLC disclose fund performance?
Grant/Grossmendelsohn, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Porter Street, Suite 500, Baltimore, MD 21230 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$446.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$446.8Mregulatory AUM
Discretionary $437.1MNon-discretionary $9.6M