GRASSI INVESTMENT MANAGEMENT, LLC - Financial Advisor in California, Santa Clara

Tel: 650-934-0770 2350 Mission College Blvd., Suite 190 Santa Clara, California 95054

About GRASSI INVESTMENT MANAGEMENT, LLC

GRASSI INVESTMENT MANAGEMENT, LLC is a Santa Clara, California based financial advisory firm with nearly $1,360,544,691 in assets under management and provides investment advisory services for 408 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

108690

Firm SEC#:

801-57556

Assets Under Management:

$1,360,544,691

No. of Clients:

408

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in California, Santa Clara

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NRI WEALTH MANAGEMENT, LLC

162234

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649

$175,219,539

HARPER INVESTING

309501

801-122486

885

$101,418,083

COVE

329900

801-130646

Not Disclosed

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