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Grenda, Gregory (Buffalo)


Grenda, Gregory is a mid-sized advisory firm based in Buffalo. It manages $85 million of regulatory assets for 1,106 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, New York, and North Carolina.

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Grenda, Gregory provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grenda, Gregory: assets under management

The assets under management (AUM) of Grenda, Gregory is $85 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $67 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $171.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grenda, Gregory for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Buffalo

The principal office where Grenda, Gregory performs its advisory services is located at 2819 William Street, Buffalo, NY 14227, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-896-3232 or by fax 716-896-4029. The normal business hours are 8am-5pm on Other. You can find more information about the New York firm at www.reliancefinancialadvisors.com.


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