GRENDA GROUP
Firm details
- Headquarters
- BUFFALO, New York
- CRD number
- 170241
- Registered since
- January 1, 2014
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals83.13%
- HNWI14.83%
- Pooled Investment Vehicles2.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grenda Group is an independent registered investment advisor (RIA) established in 2014. The firm operates as a limited liability company and focuses on providing financial planning services and portfolio management primarily for individuals, families, and small businesses. Grenda Group is not classified as a capital allocator and does not actively engage in ESG investing. The firm also functions as a registered representative of a broker-dealer and an insurance broker, allowing it to offer a range of financial services to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents35%
- US Government Bonds5%
- Investment Grade Corp Bonds3%
Contacts
1 of 1GREGORY GRENDA
CCOCRD 5618107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BUFFALO, NY
ERIE
Location
BUFFALO, NY
Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 737 Delaware Ave
- Time zone
- ET (UTC-5)
- Office locations
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