GRIES FINANCIAL PARTNERS

1801 East Ninth Street
Suite 1600
Cleveland, Ohio 44114
Tel: 833-309-9900

About GRIES FINANCIAL PARTNERS

GRIES FINANCIAL PARTNERS, formally registered with the SEC as GRIES FINANCIAL PARTNERS. The firm was established in 04/16/1999. They have over 10 offices throughout the country.

GRIES FINANCIAL PARTNERS is a Cleveland, Ohio based Financial Planning firm with nearly $1,284,124,602 assets under management, offering retirement planning & investment advisory services to 1731 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110031
SEC#	801-56552
Assets Managed by Firm	$1,284,124,602
No. of Clients	1731
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	1731	$1,284,124,602
Individuals (other than high net worth individuals)	466	$133,391,805
High net worth individuals	224	$989,886,866
Pension and profit sharing plans	4	$3,294,661
Charitable organizations	14	$73,258,347
Corporations or other businesses	28	$84,292,923

More Retirement Planning firms in Cleveland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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