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GRIES FINANCIAL LLC
GRIES FINANCIAL LLC
GRIES FINANCIAL PARTNERS
CLEVELAND, Ohio
·
8 registered advisors
·
CRD# 110031
SEC# 801-56552
9
833-309-9900
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at GRIES FINANCIAL LLC
8 registered advisors
Carina Shipotofsky Diamond
CLEVELAND, Ohio
CRD# 4652063
Edward Joseph Bell
CLEVELAND, Ohio
CRD# 4375773
Hemal Jayant Gala
CLEVELAND, Ohio
CRD# 2346396
Lauren Rich Fine
CLEVELAND, Ohio
CRD# 2632320
Michael Keith Wager
CLEVELAND, Ohio
CRD# 4375779
Robert Dauby Gries
CLEVELAND, Ohio
CRD# 4375775
Sarah Louise Gries
CLEVELAND, Ohio
CRD# 229805
William George Caster
CLEVELAND, Ohio
CRD# 1484392
05
Office Locations
CLEVELAND, Ohio
8 advisors
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Data sourced from SEC Form ADV filings. GRIES FINANCIAL LLC (CRD# 110031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.