| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 02/26/1975 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 4,632,533,441 26% |
| of that, discretionary | 4,621,394,995 27% |
| Number of Employees | 22 10% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,162,139 20% |
| % High Net Worth | 76.77% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date01/08/2026 | Form ADV-E View Report |
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date12/26/2024 | Form ADV-E View Report |
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date01/30/2024 | Form ADV-E View Report |