Grassi Investment Management LLC

Grassi Investment Management LLC is a California-based Limited Liability Company with 6 employees, most of whom serve in advisory roles. The precise number of clients they cater to is unknown. Approved by the U.S. Securities and Exchange Commission as of May 11, 2000, the firm continues to render effective financial guidance to their clientele.

• PETER EDWARD GRASSI

  MANAGING MEMBER owns more than 50% but less than 75%

• PETER TED GRASSI

  MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• NEWE Wealth Management LLC
• FIGTREE FINANCIAL ADVISORS, LLC

• Grassi Investment Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Grassi Investment Management Q4 2022 vs. Q1 2023: A Deep Dive into Portfolio Changes

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