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).
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Total Assets Under Management1,217MILLION
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Total Number of Accounts1,731ACCOUNTS
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Average Account Value$703,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, NH, NJ, NY, OH, TX, UT, VA, VT
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.
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.
Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 35 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.