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Gridley Associates Inc. (San Francisco)


Gridley Associates Inc. is an adviser based in San Francisco. It manages $46.5 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2007.

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Gridley Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gridley Associates: assets under management

The assets under management (AUM) of Gridley Associates Inc. is $46.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gridley Associates Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in San Francisco

The principal office where Gridley Associates Inc. performs its advisory services is located at 580 California Street, San Francisco, CA 94104, 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 415-397-1100 or by fax 866-854-8237. The normal business hours are 9:00am - 5:00pm on Other. You can find more information about the New York firm at www.gridleyassociates.com.


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