Overview
Assets Under Management: $1.4 billion
Headquarters: SANTA CLARA, CA
High-Net-Worth Clients: 28
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.32
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 408
Discretionary Accounts: 388
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 108690
Last Filing Date: 2025-02-25 00:00:00
Website: HTTP://WWW.GRASSIINVEST.COM