Unclaimed Profile

Joy Ann Gruber

PARASOL INVESTMENT MANAGEMENT, LLC·WESTMONT, Illinois

Clean record11 years registeredPARASOL INVESTMENT MANAGEMENT, LLC

520 NORTH CASS AVENUE, WESTMONT, IL 60559CRD# 1480036Firm CRD# 156074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joy Ann Gruber · WESTMONT, IL

Registration

CRD #1480036 · PARASOL INVESTMENT MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARASOL INVESTMENT MANAGEMENT, LLC

PARASOL INVESTMENT MANAGEMENT, LLC

Aug 2015 – Mar 2017

JOLIET, IL

Registrations & Exams

Registration record

First registered · August 3, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARASOL INVESTMENT MANAGEMENT, LLC

CRD 156074 · SEC 801-72301

AUM

$122M

Regulatory assets under management

Employees

125 client accounts

Services offered by PARASOL INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PARASOL INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joy Ann Gruber offer?

Joy Ann Gruber specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Joy Ann Gruber's credentials?

Joy Ann Gruber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joy Ann Gruber located?

Joy Ann Gruber is based in WESTMONT, Illinois, last registered with PARASOL INVESTMENT MANAGEMENT, LLC.

How does Joy Ann Gruber charge for services?

Joy Ann Gruber'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 PARASOL INVESTMENT MANAGEMENT, LLC?

PARASOL INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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