Steven Bartz, financial advisor Elmhurst IL

Steven Bartz

CRD Number: 3007487
Current Firm: Graybill Bartz Associates, Ltd

Steven Bartz (CRD# 3007487) is an Investment Advisor Representative working at Graybill Bartz Associates, Ltd in Elmhurst, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Graybill, Bartz & Associates, Ltd. Elmhurst, IL Nov 1996 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Steven M. Bartz
Phone Number: 630-941-9460
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $729,264
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IL, NH, TX, WI

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