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GRENDA GROUP
GRENDA GROUP LLC
CRD 170241 · SEC 801-79075
737 DELAWARE AVE, SUITE 217, BUFFALO, NY, 14209, United States
Phone
716-896-3232
Fax
716-896-4029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.7M
Discretionary AUM
$34.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2021-11-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $28.8M |
| High net worth individuals | 5 | $5.1M |
| Pooled investment vehicles | 1 | $708K |
All web addresses on file
Official SEC filing: View on IAPD