Michael
Gritis

Bentley Financial Group

CRD#4664399
Investment Advisor
in Durango, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Durango, CO

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Bentley Financial Group Brokerage Details

Total Assets Under Management

$240,000,000

CO Average: $6,674,516,078
Total Number of Employees

4

CO Average: 44
Total Number of Accounts

692

CO Average: 2,564
Average Account Size

$346,821

CO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Gritis Work History

2014 - Present (11 years)

Bentley Financial Group, Inc

2009 - Present (16 years)

Lpl Financial LLC

2003 - Present (22 years)

Gritis & Associates

Created with Highcharts 6.0.7

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

Michelle Pezzulo
Downers Grove, IL
Steven Salerno
Peoria, AZ
Jeffrey Gritis
Downers Grove, IL
Michael Gritis
Durango, CO
John Gritis
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started