Gries Financial Partners
Gries Financial Partners (CRD# 110031) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,284,124,602 in 1,731 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,284MILLION
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Total Number of Accounts1,731ACCOUNTS
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Average Account Value$741,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, NH, NJ, NY, OH, PA, TN, TX, UT, VA, VT
Robert Samrah (CRD# 2627974) is an Investment Advisor Representative working at Gries Financial Partners in Troy, MI and has over 29 years of experience in the finance industry.
Jacob Waldenmeyer (CRD# 6673543) is an Investment Advisor Representative working at Gries Financial Partners in Overland Park, KS and has over 7 years of experience in the finance industry.
Kenneth Brodkowitz (CRD# 2632666) is an Investment Advisor Representative working at Gries Financial Partners in Cleveland, OH and has over 27 years of experience in the finance industry.
William Caster (CRD# 1484392) is an Investment Advisor Representative working at Gries Financial Partners in Cleveland, OH and has over 38 years of experience in the finance industry.