GRESHAM PARTNERS, LLC

333 W. Wacker Drive
Suite 700
Chicago, Illinois 60606
Tel: 312-960-0200

About GRESHAM PARTNERS, LLC

GRESHAM PARTNERS, LLC, formally registered with the SEC as GRESHAM PARTNERS, LLC. The firm was established in 09/25/1997. They have over 2 offices throughout the country.

GRESHAM PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $10,381,704,421 assets under management, offering retirement planning & investment advisory services to 230 clients. The firm is staffed with 68 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108668
SEC#	801-54906
Assets Managed by Firm	$10,381,704,421
No. of Clients	230
No. of Advisors	68

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (VARIOUS WEALTH MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	230	$10,381,704,421
High net worth individuals	185	$1,897,168,003
Charitable organizations	Fewer than 5 clients	$8,197,300

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