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).
Total Assets Under Management66MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$1,403,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Lewis Gridley (CRD# 1059530) is an Investment Advisor Representative working at Gridley Associates Inc. in San Francisco, CA and has over 35 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.
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.