Patrick T Evans
Investment adviser representative at Grant Street Asset Management Inc
13 yearsExperience
2 statesRegistered in
$768.9MFirm assets
33 yearsFirm in business
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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
Experience
13 years in the industry.
- Grant Street Asset Management, Inc.Oct 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NC, PA).
Grant Street Asset Management Inc
$768.9MAssets managed
445Clients
8Advisers
33 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
- 5808055
- Firm CRD
- 106980