Michael
Gritis
Bentley Financial Group
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About this Advisor
Michael Gritis is a financial advisor based in Durango, Colorado, working with Bentley Financial Group. Michael has previously held positions at Gritis & Associates, Lpl Financial LLC, and Bentley Financial Group, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Illinois. Currently, Michael is part of Bentley Financial Group, which operates out of Durango, Colorado. The firm has 2 offices and 4 employees. The firm manages assets totaling $240.0 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bentley Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bentley Financial Group Brokerage Details
$240,000,000
4
692
$346,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Gritis Work History
Bentley Financial Group, Inc
Lpl Financial LLC
Gritis & Associates
Disclosures
Please visit the SEC profile of Michael Gritis 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 Bentley Financial Group
Downers Grove, IL
Peoria, AZ
Downers Grove, IL
Durango, CO
Downers Grove, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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