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Building 2GRUENSTEIN INVESTMENTS LLC

Map pin
Phone212-410-1800
NotebookSEC #801-114355
Total AUM
$61.5M
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-410-1800
Other Offices
1

ReceiptFinancials

Total AUM
$61.5M
Accounts
6
Discretionary
$60.1M
Accounts
5
Non-Discretionary
$1.4M
Accounts
1

ContactClients

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HNW Individual Clients
4
AUM
$41M
Pooled Vehicle Clients
1
AUM
$20.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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