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Gridley Associates INC

Gridley Associates INC. CRD 131258

Gridley Associates INC logo

CRD: 131258

Gridley Associates INC

Sausalito, CA
4153971100
www.gridleyassociates.com
$85.9M Total AUM
$85.9M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-01-1991
Office Locations
1

Office Locations

-- Sausalito CA

About Gridley Associates INC

Gridley Associates Inc is a Sausalito, CA advisory firm focused on comprehensive financial planning for individuals and families. The practice offers tax and estate planning, insurance and legacy planning, business succession support, and portfolio construction. Investment work emphasizes asset allocation using mutual funds, ETFs, and fixed income, with limited use of alternatives and real estate. Custody is through Fidelity/NFS.

Team overview

-- AVG AGE
$85.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age

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Asset Classes

Matrix vital Crest momentum Prime

Investment Themes

Unison zenith

Investment Vehicles

Summit element

Services

Vector oak Momentum Frontier Unison Element pathway Vital

Owner & Executives

JENNIFER ISELIN GRIDLEY

JENNIFER ISELIN GRIDLEY

Project Manager, VICE PRESIDENT

CRD
#4795991
Ownership
50% but less than 75%
(955) 436-7886
north.catalyst@momentumcapital.com
in linkedin.com/in/fusion-horizon
L

LEWIS RANSOM GRIDLEY

Chief Compliance Officer, President

CRD
#1059530
Ownership
50% but less than 75%
(387) 707-1261
oak.eagle@eaglecapital.com
in linkedin.com/in/oak-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2011
05-10-2012
Category Assets AVG. Account size
Discretionary $85,872,602 $1,223,684
Non-Discretionary $0 --
Total $85,872,602 $1,223,684

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Separately Managed Accounts

Total SMA Asset: $85,872,602

$85.9M Total SMA
Public Funds:
10.6%
Cash:
14.7%
U.S. Government/Agency:
33.5%
Equity - Exchange:
13.5%
Municipal Bonds:
27.7%
Asset class Assets Assets %
Public Funds $504,778,528 10.6%
Cash $700,023,053 14.7%
U.S. Government/Agency $1,595,290,630 33.5%
Equity - Exchange $642,878,314 13.5%
Municipal Bonds $1,319,091,058 27.7%
Total $4,762,061,583 100.0%

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