Grassi Investment Management, LLC

Grassi Investment Management, LLC (CRD# 108690) is a financial advisory firm headquartered in Santa Clara, CA. They manage $709,441,466 in 484 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $1,465,788
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NM, NY, WA

Financial Advisors at Grassi Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter T. Grassi
CRD#: 227676
2350 Mission College Boulevard, Suite 190, Santa Clara, CA 95054
93
Wealthminder
score

Peter Grassi (CRD# 227676) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 34 years of experience in the finance industry.

2
Peter E. Grassi
CRD#: 1018454
2350 Mission College Boulevard, Suite 190, Santa Clara, CA 95054
83
Wealthminder
score

Peter Grassi (CRD# 1018454) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 34 years of experience in the finance industry.

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