Graybill Bartz Associates, Ltd is a large advisory firm based in Elmhurst. It manages $270.7 million of regulatory assets for 444 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, New Hampshire, and Texas.
Graybill Bartz Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Graybill Bartz Associates, Ltd is $270.7 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Graybill Bartz Associates, Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Steven M Bartz is high net worth individuals with 64 clients and $197.37 million of assets under management. Among the 13 most similar advisory firms, Graybill Bartz Associates has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $258.38 million for 198 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Graybill Bartz Associates doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven M Bartz has been acting as President since 1 Nov 1996. David Mclean Canfield joined the executive team most recently as the Executive Vice President.
The principal office where Graybill Bartz Associates, Ltd performs its advisory services is located at 135 S Cottage Hill Ave, Elmhurst, IL 60126, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-941-9460 or by fax 630-832-3491. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at graybillbartz.com.