Wealth manager, independent · Buffalo, NY
Grenda Group
Grenda Group LLC · SEC-registered investment adviser · CRD 170241 · SEC 801-79075
At a glance
Grenda Group is an SEC-registered investment adviser based in Buffalo, New York, with $35 million in regulatory assets under management as of its Form ADV filed November 12, 2021. Its largest client group by assets is individuals, and it reports 175 individual clients. By Form ADV it is a wealth manager, ranked 8,636th of 8,915 wealth managers and 16,063rd of 17,210 SEC-registered advisers by assets.
grendagroup.comAs filed on Form ADV
- Regulatory AUM
- $35M
- Rank among wealth managers
- #8,636 of 8,915
- Rank among all SEC RIAs
- #16,063 of 17,210
- Rank in New York
- #2,420 of 2,591
- Individual clients
- 175
- High-net-worth clients
- 5
- Accounts
- 254
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Custody and brokerage
Custodian
Grenda Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 170 | $29M | 83% |
| High-net-worth individuals | 5 | $5M | 15% |
| Pooled investment vehicles | 1 | $1M | 2% |
Disciplinary disclosures
Grenda Group answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗grendagroup.com ↗
AtlasMembers
The full record on Grenda Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 554 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Grenda Group manage?
Grenda Group reports $35 million in regulatory assets under management across 254 accounts, 100% of it on a discretionary basis, on its Form ADV filed November 12, 2021.
What kind of firm is Grenda Group?
Grenda Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Grenda Group’s clients?
By assets, its largest client types are individuals ($29 million, 170 clients); high-net-worth individuals ($5 million, 5 clients); pooled investment vehicles ($708,000, 1 clients).
Does Grenda Group have any disciplinary history?
Grenda Group answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Grenda Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →