Gruenstein Investments LLC
Gruenstein Investments LLC is an SEC-registered wealth manager with $61.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Gruenstein Investments LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298739, SEC 801-114355, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $61.5M (2026-04-30)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 5
- CRD
- 298739
- Ownership
- GRUENSTEIN, DAVID; FELD, STEVEN, LEON
How much AUM does Gruenstein Investments LLC have?
Gruenstein Investments LLC reported $61.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Gruenstein Investments LLC?
Disclosed owners and executives of Gruenstein Investments LLC include GRUENSTEIN, DAVID, FELD, STEVEN, LEON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.