Grenadilla Advisory LLC

Overview

Grenadilla Advisory LLC is a small, owner-operated registered advisory firm that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is structured as a limited liability company with an individual owner and uses a mix of fee arrangements (percentage of AUM, hourly charges, and fixed fees). Grenadilla does not identify as a multi-state adviser, is not a capital allocator, and does not report active ESG investing. Its advisory focus is traditional planning and portfolio management rather than institutional consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives