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GRIDLEY ASSOCIATES INC

GRIDLEY ASSOCIATES INC.

CRD 131258 · SEC 801-67933

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$85.9M

Discretionary AUM

$85.9M

Team

1 total employees; 1 advisory reps; 47 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-28

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals9$85.7M

All web addresses on file

Official SEC filing: View on IAPD