GRAYBILL WEALTH MANAGEMENT, LTD.

135 S Cottage Hill Ave
Elmhurst, Illinois 60126
Tel: 630-941-9460

About GRAYBILL WEALTH MANAGEMENT, LTD.

GRAYBILL WEALTH MANAGEMENT, LTD, formally registered with the SEC as GRAYBILL WEALTH MANAGEMENT, LTD. The firm was established in 08/29/1969. They have over 1 offices throughout the country.

GRAYBILL WEALTH MANAGEMENT, LTD. is a Elmhurst, Illinois based Financial Planning firm with nearly $426,632,075 assets under management, offering retirement planning & investment advisory services to 588 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112046
SEC#	801-5921
Assets Managed by Firm	$426,632,075
No. of Clients	588
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	588	$426,632,075
Individuals (other than high net worth individuals)	140	$58,954,645
High net worth individuals	101	$354,388,413
Pension and profit sharing plans	Fewer than 5 clients	$6,504,714
Charitable organizations	Fewer than 5 clients	$5,976,531
Corporations or other businesses	Fewer than 5 clients	$807,772

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