Gries Financial LLC

Gries Financial LLC (CRD# 110031) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,217,220,272 in 1,731 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
1801 E Ninth Street Ste 1600, Cleveland, OH 44114
http://www.gries.com
By the Numbers
  • Total Assets Under Management
    1,217
    MILLION
  • Total Number of Accounts
    1,731
    ACCOUNTS
  • Average Account Value
    $703,189
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, NH, NJ, NY, OH, TX, UT, VA, VT

Financial Advisors at Gries Financial LLC
Showing 1 - 10 of 13 top financial advisors.
1
Glenn Arons, financial advisor Potomac MD
Glenn J. Arons
CRD#: 2521233
Potomac, MD

Glenn Arons (CRD# 2521233) is an Investment Advisor Representative working at Gries Financial LLC in Potomac, MD and has over 29 years of experience in the finance industry.

2
Edward Bell, financial advisor Cleveland OH
Edward J. Bell
CRD#: 4375773
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114

Edward Bell (CRD# 4375773) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has 1 year of experience in the finance industry.

3
Dennis Delphenich, financial advisor Centerville OH
Dennis C. Delphenich
CRD#: 1854723
67 Rhoads Center Drive, Centerville, OH 45458

Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Gries Financial LLC in Centerville, OH and has over 35 years of experience in the finance industry.

4
Mary Doherty, financial advisor
Mary A. Doherty
CRD#: 1341354
,

Mary Doherty (CRD# 1341354) is an Investment Advisor Representative working at Gries Financial LLC in , and has over 38 years of experience in the finance industry.

5
Lauren Fine, financial advisor Cleveland OH
Lauren R. Fine
CRD#: 2632320
1801 E Ninth Street Ste 1600, Cleveland, OH 44114

Lauren Fine (CRD# 2632320) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 28 years of experience in the finance industry.

6
Sarah Gries, financial advisor Cleveland OH
Sarah L. Gries
CRD#: 229805
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114

Sarah Gries (CRD# 229805) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 31 years of experience in the finance industry.

7
Robert Herman, financial advisor
Robert J. Herman
CRD#: 3132466
,

Robert Herman (CRD# 3132466) is an Investment Advisor Representative working at Gries Financial LLC in , and has over 24 years of experience in the finance industry.

8
Brent Horvath, financial advisor
Brent R. Horvath
CRD#: 2847443
,

Brent Horvath (CRD# 2847443) is an Investment Advisor Representative working at Gries Financial LLC in , and has 1 year of experience in the finance industry.

9
Kristian Jarosz, financial advisor Cleveland OH
Kristian D. Jarosz
CRD#: 2862072
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114

Kristian Jarosz (CRD# 2862072) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 26 years of experience in the finance industry.

10
Jeffrey Palmer, financial advisor Cleveland OH
Jeffrey H. Palmer
CRD#: 4375785
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114

Jeffrey Palmer (CRD# 4375785) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 24 years of experience in the finance industry.

1 2 ... Next

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals