AdvisorOS Directory
Claim Profile
JG

Joy Ann Gruber

PARASOL INVESTMENT MANAGEMENT, LLC·WESTMONT, Illinois
Unclaimed Profile
520 NORTH CASS AVENUE, WESTMONT, IL 60559CRD# 1480036Firm CRD# 156074
01

About

Joy Ann Gruber is a registered financial advisor based in WESTMONT, Illinois, affiliated with PARASOL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PARASOL INVESTMENT MANAGEMENT, LLC
PARASOL INVESTMENT MANAGEMENT, LLC
AUM
$122M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PARASOL INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1480036
Firm CRD# 156074
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTMONT?

Browse all registered financial advisors in WESTMONT, Illinois or claim this profile if it's yours.

Browse WESTMONT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joy Ann Gruber offer?
Joy Ann Gruber specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WESTMONT, Illinois for a consultation.
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, working with PARASOL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WESTMONT metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTMONT
Charles Spurgeon Thompson — FRONTEGRA ASSET MANAGEMENT INCBenjamin Decator Jones — FRONTEGRA ASSET MANAGEMENT INCMatthew Zachary Sesterhenn — SQUADRON CAPITAL MANAGEMENT LLCWilliam Fred Blank — SQUADRON CAPITAL MANAGEMENT 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile