GRENDA GROUP
  • GRENDA GROUP
  • GRENDA FINANCIAL
  • RELIANCE FINANCIAL ADVISORS, LLC
  • GRENDA, GREGORY
  • GRENDA GROUP LLC

Adviser Profile

As of Date 11/12/2021
Registration SEC, Approved, 01/01/2014
ADV Location BUFFALO, NY, United States
Contact Info 716 xxxxxxx
Websites
AUM* 34,660,653
of that, discretionary 34,660,653
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 136,459
% High Net Worth 2.84%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

40M 34M 28M 23M 17M 11M 6M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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