Jeffrey
Gritis
Bentley Financial Group
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About this Advisor
Jeffrey Gritis is a financial advisor based in Downers Grove, Illinois, working with Bentley Financial Group. Jeffrey has previously held positions at Bentley Financial Group, Waterstone Financial Group, Gritis & Associates, Lpl Financial LLC, and Bentley Financial Group, Inc. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Illinois. Currently, Jeffrey is part of Bentley Financial Group, which operates out of Downers Grove, Illinois. 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.
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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
Jeffrey Gritis Work History
Bentley Financial Group, Inc
Lpl Financial LLC
Waterstone Financial Group
Bentley Financial Group
Gritis & Associates
Disclosures
Please visit the SEC profile of Jeffrey 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
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