GRASSI INVESTMENT MANAGEMENT, LLC

SANTA CLARA, California·2 registered advisors·CRD# 108690
SEC# 801-575560650-934-0770
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at GRASSI INVESTMENT MANAGEMENT, LLC

2 registered advisors
Peter Edward Grassi
SANTA CLARA, California
Peter Ted Grassi
SANTA CLARA, California
05

Office Locations

SANTA CLARA, California
2 advisors

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Data sourced from SEC Form ADV filings. GRASSI INVESTMENT MANAGEMENT, LLC (CRD# 108690) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.