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GRIES FINANCIAL PARTNERS

Tel: 833-309-9900
1801 East Ninth Street
Suite 1600
Cleveland, Ohio  44114

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GRIES FINANCIAL PARTNERS

GRIES FINANCIAL PARTNERS is a Cleveland, Ohio based financial advisory firm with nearly $1,284,124,602 in assets under management and provides investment advisory services for 1731 clients. There are currently 30 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANC

Firm CRD#:

110031

SEC#:

801-56552

No. of Clients:

1731

Assets under Management

$1,284,124,602

No. of Advisors:

30

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