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Building 2GRENDA GROUP

Map pinBUFFALO, NY
Phone716-896-3232
NotebookSEC #801-79075
Total AUM
$34.7M
Employees
3
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
737 DELAWARE AVE
SUITE 217
BUFFALO
NY 14209
United States
Operating Hours
8AM-5PM
APPOINTMENT ONLY
Phone
716-896-3232

ReceiptFinancials

Total AUM
$34.7M
Accounts
254
Discretionary
$34.7M
Accounts
254
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
170
AUM
$28.8M
HNW Individual Clients
5
AUM
$5.1M
Pooled Vehicle Clients
1
AUM
$708K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil ProceedingPending Regulatory Proceeding
State Registrations
NY

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

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