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
2350 Mission College Blvd., Suite 190, Santa Clara, CA 95054
http://www.grassiinvest.com
By the Numbers
  • Total Assets Under Management
    1,108
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Grassi Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter Grassi, financial advisor Santa Clara CA
Peter E. Grassi
CRD#: 1018454
2350 Mission College Boulevard, Suite 190, Santa Clara, CA 95054

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, financial advisor Santa Clara CA
Peter T. Grassi
CRD#: 227676
2350 Mission College Boulevard, Suite 190, Santa Clara, CA 95054

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals