Investment adviser · CRD 170241
GRENDA GROUP
Investment adviser filing (IA)
GRENDA GROUP LLC
BUFFALO, NY, United States · Form ADV filed Nov 12, 2021
- Regulatory AUM
- $34.7M Form ADV · Item 5.F
- Client accounts
- 254 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 170 | $28,811,975 | 83.1% |
| High-net-worth individuals | 5 | $5,140,678 | 14.8% |
| Pooled investment vehicles | 1 | $708,000 | 2.0% |
Filing source
Form ADV 1577179 · Nov 12, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 12, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
737 DELAWARE AVE, SUITE 217BUFFALO, NY, 14209, United States
CRD 170241
Filing source
Form ADV 1577179 · Nov 12, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.