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 11 - 13 of 13 top financial advisors.
11
Robert Samrah, financial advisor Troy MI
Robert J. Samrah
CRD#: 2627974
Troy, MI

Robert Samrah (CRD# 2627974) is an Investment Advisor Representative working at Gries Financial LLC in Troy, MI and has over 28 years of experience in the finance industry.

12
Jacob Waldenmeyer, financial advisor Overland Park KS
Jacob R. Waldenmeyer
CRD#: 6673543
Overland Park, KS

Jacob Waldenmeyer (CRD# 6673543) is an Investment Advisor Representative working at Gries Financial LLC in Overland Park, KS and has over 7 years of experience in the finance industry.

13
Kenneth Brodkowitz, financial advisor Cleveland OH
Kenneth R. Brodkowitz
CRD#: 2632666
1801 E Ninth Street Ste 1600, Cleveland, OH 44114

Kenneth Brodkowitz (CRD# 2632666) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

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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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