Gridley Associates Inc.

Gridley Associates Inc. (CRD# 131258) is a financial advisory firm headquartered in , . They manage $90,060,888 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/randy-gridley-8083795/
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $2,648,850
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
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
Jennifer Gridley, financial advisor San Francisco CA
Jennifer I. Gridley
CRD#: 4795991
San Francisco, CA

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.

2
Lewis Gridley, financial advisor Sausalito CA
Lewis R. Gridley
CRD#: 1059530
Sausalito, CA

Lewis Gridley (CRD# 1059530) is an Investment Advisor Representative working at Gridley Associates Inc. in Sausalito, CA and has over 41 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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