GRASSI INVESTMENT MANAGEMENT, LLC

2350 Mission College Blvd., Suite 190
Santa Clara, California 95054
Tel: 650-934-0770

About GRASSI INVESTMENT MANAGEMENT, LLC

GRASSI INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as GRASSI INVESTMENT MANAGEMENT, LLC. The firm was established in 05/11/2000. They have over 1 offices throughout the country.

GRASSI INVESTMENT MANAGEMENT, LLC is a Santa Clara, California based Financial Planning firm with nearly $1,360,544,691 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108690
SEC#	801-57556
Assets Managed by Firm	$1,360,544,691
No. of Clients	408
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	408	$1,360,544,691
Individuals (other than high net worth individuals)	133	$228,725,930
High net worth individuals	28	$1,106,460,337
Pension and profit sharing plans	2	$5,828,839
Charitable organizations	1	$1,441,182
Corporations or other businesses	4	$14,291,657

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