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
333 W. Wacker Drive, Suite 700, Chicago, IL 60606
http://www.greshampartners.com
By the Numbers
  • Total Assets Under Management
    10,382
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Bonaguidi, financial advisor Chicago IL
Matthew S. Bonaguidi
CRD#: 4359600
333 W. Wacker Drive, Suite 700, Chicago, IL 60606

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, financial advisor Chicago IL
Gregory D. Schneiderman
CRD#: 3262684
333 West Wacker Drive, Suite 700, Chicago, IL 60606

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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