Gridley Associates Inc.

Gridley Associates Inc. (CRD# 131258) is a financial advisory firm headquartered in San Francisco, CA. They manage $65,959,746 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,403,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Gridley Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lewis R. Gridley
CRD#: 1059530
580 California Street, Suite 1600, San Francisco, CA 94104
96
Wealthminder
score

Lewis Gridley (CRD# 1059530) is an Investment Advisor Representative working at Gridley Associates Inc. in San Francisco, CA and has over 34 years of experience in the finance industry. Lewis Gridley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer I. Gridley
CRD#: 4795991
580 California Street, Suite 1600, San Francisco, CA 94104
87
Wealthminder
score

Jennifer Gridley (CRD# 4795991) is an Investment Advisor Representative working at Gridley Associates Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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