Gresham Partners, LLC

Gresham Partners, LLC (CRD# 108668) is a financial advisory firm headquartered in Chicago, IL. They manage $5,522,335,846 in 1,457 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,522
    MILLION
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $3,790,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CT, FL, IL, MI, NY, TX

Financial Advisors at Gresham Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew S. Bonaguidi
CRD#: 4359600
333 W. Wacker Drive, Suite 700, Chicago, IL 60606
93
Wealthminder
score

Matthew Bonaguidi (CRD# 4359600) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.