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 22 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 22 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 3 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 22 years of experience in the finance industry.

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