Grassi Investment Management, LLC
Grassi Investment Management, LLC (CRD# 108690) is a financial advisory firm headquartered in Santa Clara, CA. They manage $1,107,872,129 in 406 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Grassi Investment Management, LLC
By the Numbers
-
Total Assets Under Management1,108MILLION
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Total Number of Accounts406ACCOUNTS
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Average Account Value$2,728,749
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Grassi Investment Management, LLC
1
Peter Grassi (CRD# 1018454) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 42 years of experience in the finance industry.
2
Peter Grassi (CRD# 227676) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 42 years of experience in the finance industry.
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