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GRENDA GROUP
737 Delaware Ave
Suite 217
Buffalo, New York 14209
Tel: 716-896-3232
About GRENDA GROUP
GRENDA GROUP, formally registered with the SEC as GRENDA GROUP. The firm was established in 01/01/2014. They have over 1 offices throughout the country.
GRENDA GROUP is a Buffalo, New York based Financial Planning firm with nearly $34,660,653 assets under management, offering retirement planning & investment advisory services to 254 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170241 |
| SEC# | 801-79075 |
| Assets Managed by Firm | $34,660,653 |
| No. of Clients | 254 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 254 | $34,660,653 |
| Individuals (other than high net worth individuals) | 170 | $28,811,975 |
| High net worth individuals | 5 | $5,140,678 |
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