Grand Slam Asset Management, LLC
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Overview
Grand Slam Asset Management, LLC operates as an advisory firm based in Fort Lee, New Jersey. The company controls $29.3 million in assets throughout two accounts. The company has a small team, including 2 financial advisors. Grand Slam Asset Management, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, equities and bonds.
Grand Slam Asset Management, LLC manages all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions without requiring client consent. The investment advisory firm administers about $14.7 million in assets for each client account. The typical financial advisor at Grand Slam Asset Management, LLC oversees around one client account, placing it among the most individualized advisor firms in the country.
Grand Slam Asset Management, LLC's main office is located at 2160 North Central Road, Ste 306, Fort Lee, New Jersey 7024.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Grand Slam Asset Management, LLC by the Numbers
$29.3 million
2
2
$14.7 million
Fee Structure
A financial advisor's fees typically are based on which services are provided. Fee types charged by Grand Slam Asset Management, LLC likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Grand Slam Asset Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its two clients, Grand Slam Asset Management, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Grand Slam Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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