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Building 2GRASSI INVESTMENT MANAGEMENT, LLC

Map pinSANTA CLARA, CA
Phone650-934-0770
NotebookSEC #801-57556
Total AUM
$1.4B
Employees
5
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 MISSION COLLEGE BLVD., SUITE 190
SANTA CLARA
CA 95054
United States
Operating Hours
6:30 A.M. TO 4:00 P.M.
Monday - Friday
Phone
650-934-0770

ReceiptFinancials

Total AUM
$1.4B
Accounts
408
Discretionary
$1.3B
Accounts
388
Non-Discretionary
$42.6M
Accounts
20

ContactClients

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Individual Clients
133
AUM
$228.7M
HNW Individual Clients
28
AUM
$1.1B
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Charitable Organization Clients
1
AUM
$1.4M
Insurance Company Clients
2
AUM
$3.8M
Corporation or Business Clients
4
AUM
$14.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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