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Building 2GRATRY & COMPANY, LLC

Map pinBEACHWOOD, OH
Phone216-283-8423
NotebookSEC #801-27598
Total AUM
$109.2M
Employees
3
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 ENTERPRISE PARKWAY - STE 495
BEACHWOOD
OH 44122
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
216-283-8423
Other Offices
1

ReceiptFinancials

Total AUM
$109.2M
Accounts
195
Discretionary
$109.2M
Accounts
195
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$94.2M
HNW Individual Clients
14
AUM
$9.4M
Charitable Organization Clients
3
AUM
$1.9M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIAILINMAMIMNMONCNYOHTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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