Vick
Khoboyan
Gries Financial LLC
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About this Advisor
Vick Khoboyan is a financial advisor working out of Porter Ranch, California with 2 years of industry experience. Khoboyan works at Gries Financial LLC. Over the course of their career, Khoboyan has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Oakhurst Capital Management, Gries Financial Partners and First Western Capital Management. Khoboyan has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Ohio. Gries Financial LLC is an advisory company headquartered in Cleveland, OH. The investment advisory business has a total of 20 employees. It administers $975 million in assets under management between its 1,177 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 1,177 client accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely vary depending on which services are provided. However, fees billed by Gries Financial LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gries Financial LLC Brokerage Details
$974,743,495
20
1,177
$828,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Vick Khoboyan Work History
Vick has been registered as a financial advisor for 2 years.*
Gries Financial Partners
Oakhurst Capital Management
First Western Capital Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vick Khoboyan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gries Financial LLC
Jacksonville, FL
Porter Ranch, CA
Miami, FL
West Bloomfield, MI
Troy, MI
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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