Gratry & Company, LLC is a large advisory firm based in Beachwood. It manages $109.17 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Illinois, and 12 other states.
Gratry & Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gratry & Company, LLC is $109.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and $13.8 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Gratry & Company, LLC 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, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Jerome Rene Gratry is individuals with 195 clients and $94.15 million of assets under management. Among the 10 most similar advisory firms, Gratry & Company has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $109.17 million for 213 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Gratry & Company doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jerome Rene Gratry has been acting as President since 1 Jan 2007. As Amended Jerome R. Gratry Trust U/A Dated 12/23/1999 joined the executive team most recently as the Barbara Gratry, Trustee.
The principal office where Gratry & Company, LLC performs its advisory services is located at 3201 Enterprise Parkway Ste 495, Beachwood, OH 44122, which is also the mailing address of the firm. An additional office of the firm is in Creve Coeur, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-283-8423 or by fax 216 378-1776. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at gratry.com.