Paul
Grutzner
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Paul Grutzner is a financial advisor based in Bellevue, Washington, working with Gallagher Fiduciary Advisors, LLC. Paul has previously held positions at Financial Advocates Investment Management, Lpl Financial LLC, Kestra Financial, Inc, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Paul is part of Gallagher Fiduciary Advisors, LLC, which operates out of Bellevue, Washington. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Paul Grutzner Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial, Inc
Financial Advocates Investment Management
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Paul Grutzner 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 Gallagher Fiduciary Advisors, LLC
Dallas, TX
Dallas, TX
Boston, MA
Dallas, TX
Boston, MA
Rolling Meadows, IL
Houston, TX
Boston, MA
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