{
  "crd_number": 170241,
  "slug": "grenda-group-buffalo-ny-170241",
  "primary_business_name": "GRENDA GROUP",
  "legal_name": "GRENDA GROUP LLC",
  "dbas": [],
  "city": "Buffalo",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "15380",
  "metro": {
    "cbsa_code": "15380",
    "common_name": "Buffalo",
    "msa_name": "Buffalo-Cheektowaga, NY",
    "path": "/advisors/ny/buffalo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-01",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2021-11-12",
  "carried_forward": false,
  "raum_total": 34660653.0,
  "raum_discretionary": 34660653.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28811975.0,
      "count": 170
    },
    "high_net_worth_individuals": {
      "raum": 5140678.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 708000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://facebook.com/GRENDA-GROUP-1423431011289289",
    "https://grendagroup.com",
    "https://linkedin.com/COMPANY/GRENDA-GROUP-LLC",
    "https://twitter.com/GRENDAGROUP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170241",
  "disclosure_items": [
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "BUFFALO",
  "url": "https://advisorcensus.com/firm/grenda-group-buffalo-ny-170241",
  "display_name": "Grenda Group",
  "summary": "Grenda Group is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated November 12, 2021.",
  "citation": "AdvisorCensus. Grenda Group (CRD 170241): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Grenda Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grenda Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Grenda Group located?",
      "a": "Grenda Group's principal office is in Buffalo, NY, according to its Form ADV."
    },
    {
      "q": "Is Grenda Group registered with the SEC or a state?",
      "a": "Grenda Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170241."
    },
    {
      "q": "How much does Grenda Group manage?",
      "a": "Grenda Group reports $34,660,653 in regulatory assets under management in its Form ADV filing dated November 12, 2021 (100% discretionary)."
    },
    {
      "q": "How have Grenda Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Grenda Group: Regulatory assets under management: $34,660,653 in the October 2021 data and $34,660,653 in the October 2026 data, unchanged. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Grenda Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (5); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Grenda Group report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170241"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-11-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-11-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-11-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-11-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 34660653.0,
      "total_employees": 3,
      "filing_date": "2021-11-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/grenda-group-buffalo-ny-170241.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 170,
      "fewer_than_5": false,
      "raum": 28811975.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5140678.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 708000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170241",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}