Adam Douglas Koser
Investment adviser representative at Grandview Asset Management LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$411.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Grandview Asset Management LLCSep 2024 to now
- Federated HermesDec 2010 to Sep 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Grandview Asset Management LLC
$411.7MAssets managed
606Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5412979
- Firm CRD
- 172357