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).
Total Assets Under Management5,522MILLION
Total Number of Accounts1,457ACCOUNTS
Average Account Value$3,790,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, MI, NY, TX
Matthew Bonaguidi (CRD# 4359600) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry.