Grassi Investment Management

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Grassi Investment Management — overview

About

Established in 1984, Grassi Investment Management is a California-based multi-family office. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include portfolio management, investment management, estate planning, and wealth management. The firm offers advisory services to individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities. In Q3 2025, Grassi Investment Management was acquired by Creative Planning, an Overland Park, Kansas-based wealth manager.

Grassi Investment Management - known decision makers (3)

Position	Location	Asset Class
Partner	Santa Clara, US	GEN
Wealth Manager, Partner	Santa Clara, US	GEN
Operations Manager	Santa Clara, US	GEN

Showing 3 of 3 known decision makers Grassi Investment Management

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