Unclaimed Profile

Lauren Rich Fine

GRIES FINANCIAL LLC·CLEVELAND, Ohio

Clean recordGRIES FINANCIAL LLC

1801 E NINTH STREET STE 1600, CLEVELAND, OH 44114-3103CRD# 2632320Firm CRD# 110031

Profile Verification

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

Identity

Lauren Rich Fine · CLEVELAND, OH

Registration

CRD #2632320 · GRIES FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lauren Rich Fine is a registered financial advisor based in CLEVELAND, Ohio, affiliated with GRIES FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Lauren

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lauren is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GRIES FINANCIAL LLC

GRIES FINANCIAL PARTNERS

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRIES FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE

Regulatory

SEC/IARD CRD# 2632320

Firm CRD# 110031

View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

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

Browse CLEVELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lauren Rich Fine offer?

Lauren Rich Fine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Lauren Rich Fine's credentials?

Lauren Rich Fine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauren Rich Fine located?

Lauren Rich Fine is based in CLEVELAND, Ohio, working with GRIES FINANCIAL LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Lauren Rich Fine charge for services?

Lauren Rich Fine's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: personal trustee services, bill pay, and tax prep assistance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRIES FINANCIAL LLC?

GRIES FINANCIAL LLC has approximately 30 employees and manages $1.3B 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 →