G
$34.7M Total AUM
$34.7M Disc. AUM
-- 3Y CAGR
3 Employees
176 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
737 Delaware AVE Suite 217 Buffalo NY
About Grenda Group
Grenda Group is a Buffalo-based RIA. The firm has been operating for 12 years. Managing $34.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$196.9K AVG AUM / CLIENT
12.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY MICHEAL GRENDA
Chief Compliance Officer, President
- CRD
- #5618107
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,660,653 | $136,459 |
| Non-Discretionary | $0 | -- |
| Total | $34,660,653 | $136,459 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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