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GRUENSTEIN INVESTMENTS LLC

Advisory

N·

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$61M
1-Year AUM Growth
-0.5%
3-Year CAGR
+9.9%
Employees
1
Assets Under Management
Total AUM$61M
Discretionary AUM$60M
Non-Discretionary AUM$1M
Discretionary %97.7%
Total Clients6
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingOct 30, 2018
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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