Unclaimed Profile

Mark Algren Anderson

GRATRY & COMPANY, LLC·BEACHWOOD, Ohio

SIE, Series 3, Series 6, Series 63, Series 65CFAClean record25 years registeredGRATRY & COMPANY, LLC

3201 ENTERPRISE PARKWAY - STE 495, BEACHWOOD, OH 44122CRD# 2461518Firm CRD# 104541

Profile Verification

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

Identity

Mark Algren Anderson · BEACHWOOD, OH

Registration

CRD #2461518 · GRATRY & COMPANY, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRATRY & COMPANY, LLC

CONFLUENCE INVESTMENT MANAGEMENT LLC

May 2018 – Jan 2020

Beachwood, OH

GRATRY & COMPANY, LLC

Mar 2001 – Dec 2018

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 63

Series 65

Registration record

First registered · March 7, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATRY & COMPANY, LLC

CRD 104541 · SEC 801-27598

AUM

$109M

Regulatory assets under management

Employees

195 client accounts

Services offered by GRATRY & COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRATRY & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Algren Anderson offer?

Mark Algren Anderson specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Mark Algren Anderson's credentials?

Mark Algren Anderson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Algren Anderson located?

Mark Algren Anderson is based in BEACHWOOD, Ohio, last registered with GRATRY & COMPANY, LLC.

How does Mark Algren Anderson charge for services?

Mark Algren Anderson'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 GRATRY & COMPANY, LLC?

GRATRY & COMPANY, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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