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Steven M Bartz

GRAYBILL BARTZ ASSOCIATES, LTD·ELMHURST, Illinois
Unclaimed Profile
135 S COTTAGE HILL AVE, ELMHURST, IL 60126CRD# 3007487Firm CRD# 112046
01

About

Steven M Bartz is a registered financial advisor based in ELMHURST, Illinois, affiliated with GRAYBILL BARTZ ASSOCIATES, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRAYBILL WEALTH MANAGEMENT, LTD.
GRAYBILL WEALTH MANAGEMENT, LTD.
AUM
$371M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GRAYBILL WEALTH MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3007487
Firm CRD# 112046
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven M Bartz offer?
Steven M Bartz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ELMHURST, Illinois for a consultation.
What are Steven M Bartz's credentials?
Steven M Bartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven M Bartz located?
Steven M Bartz is based in ELMHURST, Illinois, working with GRAYBILL BARTZ ASSOCIATES, LTD. Their office serves clients in the ELMHURST metropolitan area and surrounding communities.
How does Steven M Bartz charge for services?
Steven M Bartz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAYBILL BARTZ ASSOCIATES, LTD?
GRAYBILL BARTZ ASSOCIATES, LTD has approximately 5 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ELMHURST
John William Mcdermott — LASALLE ST. INVESTMENT ADVISORS, L.L.C.Jay Christian Carstensen — LASALLE ST. INVESTMENT ADVISORS, L.L.C.Karin Giovanna Arroyo — LASALLE ST. INVESTMENT ADVISORS, L.L.C.Kirsten Yelena Garwood — LASALLE ST. INVESTMENT ADVISORS, L.L.C.Daniel John Schlesser — TILDEN LOUCKS & WOODNORTH LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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