Gresham Partners, LLC
Gresham Partners, LLC (CRD# 108668) is a financial advisory firm headquartered in Chicago, IL. They manage $10,381,704,421 in 230 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10,382MILLION
-
Total Number of Accounts230ACCOUNTS
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Average Account Value$45,137,845
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, IL, LA, MI, NY, TX
Financial Advisors at Gresham Partners, LLC
1
Matthew Bonaguidi (CRD# 4359600) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
2
Gregory Schneiderman (CRD# 3262684) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 21 years of experience in the finance industry.
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