Gratry & Company, LLC

Gratry & Company, LLC (CRD# 104541) is a financial advisory firm headquartered in Beachwood, OH. They manage $225,256,156 in 363 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $620,540
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TX, VA, WA, WI

Financial Advisors at Gratry & Company, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark A. Anderson
CRD#: 2461518
20600 Chagrin Blvd., Suite 320, Shaker Heights, OH 44122
96
Wealthminder
score

Mark Anderson (CRD# 2461518) is an Investment Advisor Representative working at Gratry & Company, LLC in Shaker Heights, OH and has over 23 years of experience in the finance industry.

2
Jerome R. Gratry
CRD#: 2511329
20600 Chagrin Blvd., Suite 320, Shaker Heights, OH 44122
93
Wealthminder
score

Jerome Gratry (CRD# 2511329) is an Investment Advisor Representative working at Gratry & Company, LLC in Shaker Heights, OH and has over 23 years of experience in the finance industry.

3
Matthew D. Sinkovitz
CRD#: 6162699
3201 Enterprise Parkway - Ste 495, Beachwood, OH 44122
90
Wealthminder
score

Matthew Sinkovitz (CRD# 6162699) is an Investment Advisor Representative working at Gratry & Company, LLC in Beachwood, OH and has over 4 years of experience in the finance industry.

4
Gregory A. Tropf
CRD#: 4297797
20600 Chagrin Blvd., Suite 320, Shaker Heights, OH 44122
90
Wealthminder
score

Gregory Tropf (CRD# 4297797) is an Investment Advisor Representative working at Gratry & Company, LLC in Shaker Heights, OH and has 1 year of experience in the finance industry.

5
Robert S. Tynes
CRD#: 2438402
Saint Louis, MO
86
Wealthminder
score

Robert Tynes (CRD# 2438402) is an Investment Advisor Representative working at Gratry & Company, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.