Gresham Partners, LLC
Gresham Partners, LLC (CRD# 108668) is a financial advisory firm headquartered in Chicago, IL. They manage $9,527,145,166 in 232 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9,527MILLION
-
Total Number of Accounts232ACCOUNTS
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Average Account Value$41,065,281
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
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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