Overview
Assets Under Management: $427 million
Headquarters: ELMHURST, IL
High-Net-Worth Clients: 101
Average Client Assets: $4 million
Frequently Asked Questions
GRAYBILL WEALTH MANAGEMENT, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112046), GRAYBILL WEALTH MANAGEMENT, LTD. is subject to fiduciary duty under federal law.
GRAYBILL WEALTH MANAGEMENT, LTD. is headquartered in ELMHURST, IL.
GRAYBILL WEALTH MANAGEMENT, LTD. serves 101 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, GRAYBILL WEALTH MANAGEMENT, LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GRAYBILL WEALTH MANAGEMENT, LTD. manages $427 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, GRAYBILL WEALTH MANAGEMENT, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 588
Discretionary Accounts: 553
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 112046
Last Filing Date: 2025-02-25 00:00:00
Website: https://graybillwealth.com