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GRENDA GROUP
Legal name: GRENDA GROUP LLC
CRD 170241File 801-79075
APPROVED
Retail clients
Disclosure events
Filing as of Nov 12, 2021
Feed vintage Aug 17, 2026
Regulatory AUM
$34.7M
Bottom 25% of cohort (national)
Discretionary AUM
$34.7M
Clients
176
254 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 1, 2014
- Principal office
- 737 DELAWARE AVE, SUITE 217, BUFFALO, NY, 14209
- Phone
- 716-896-3232
- Website
- HTTP://WWW.GRENDAGROUP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $34.7M
- Discretionary AUM
- $34.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 254
- Non-discretionary accounts
- 0
- Total accounts
- 254
- AUM per client
- $197K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $5.1M |
| Pooled investment vehicles | 1 | $708K |
| Individuals (other than high net worth individuals) | 170 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.