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GRUENSTEIN INVESTMENTS LLC
CRD 298739 · SEC 801-114355
NY, United States
Phone
212-410-1800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$61.5M
Discretionary AUM
$60.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $41.0M |
| Pooled investment vehicles | 1 | $20.5M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD