Graybill Bartz Associates, Ltd

Graybill Bartz Associates, Ltd (CRD# 112046) is a financial advisory firm headquartered in Elmhurst, IL. They manage $266,086,120 in 473 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $562,550
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
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.

FL, IL, NH, TX, WI

Financial Advisors at Graybill Bartz Associates, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Steven M. Bartz
CRD#: 3007487
568 South Spring Road, Elmhurst, IL 60139

Steven Bartz (CRD# 3007487) is an Investment Advisor Representative working at Graybill Bartz Associates, Ltd in Elmhurst, IL and has over 22 years of experience in the finance industry.

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