Dennis
Delphenich
Gries Financial LLC
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About this Advisor
Dennis Delphenich is a financial advisor based in Dayton, Ohio, working with Gries Financial LLC. Dennis has previously held positions at Capital Portfolio Advisors, Capital Portfolio Insurance Brokerage, LLC, Capital Portfolio Advisors, Inc, and Gries Financial LLC. Dennis has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Dennis is part of Gries Financial LLC, which operates out of Dayton, Ohio. The firm has 1 office and 30 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gries Financial LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gries Financial LLC Brokerage Details
$1,284,124,602
30
1,731
$741,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Dennis Delphenich Work History
Gries Financial LLC
Capital Portfolio Insurance Brokerage, LLC
Capital Portfolio Advisors, Inc
Capital Portfolio Advisors
Disclosures
Please visit the SEC profile of Dennis Delphenich 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
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