Downers Grove, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bentley Financial Group
Team
Firm-wide stats for Bentley Financial Group
About
Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing asset management, financial planning and consulting, and retirement-plan advisory services, and manages approximately $393 million in discretionary client assets.
The firm typically implements client-directed investment policy statements and uses fundamental analysis, options for hedging when appropriate, and third-party Independent Managers for portions of client portfolios; accounts are monitored continuously with formal reviews at least annually. Bentley also offers managed account access through multiple LPL-sponsored programs (including Manager Access Select, MWP, OMP, and the algorithm-driven Guided Wealth Portfolios) and can arrange portfolios within its BFG Wrap Program.
Compared with many peers, Bentley operates both as an investment adviser and in retail brokerage capacities via associated persons who are registered representatives of LPL, and some representatives maintain insurance appointments that generate separate compensation. The firm’s role as sponsor/manager of a wrap program, its deep operational relationship with LPL (including receipt of Transition Assistance and platform services), and its use of multiple LPL program platforms are notable features that can affect how services are delivered and custodial/brokerage arrangements are selected.
Based on Bentley Financial Group
Location
1385 Warren Ave., Suite A
Downers Grove IL 60515
Advisors at this office
3
Advisors at this office
John G
Series 63, Series 65
Downers Grove, IL
Bentley Financial Group
John Gritis is a financial advisor with Bentley Financial Group and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Bentley Financial Group since 2014. Prior to this, he worked at LPL Financial starting in 2009 and has operated his own firm, Domino, Gritis & Co., since 1976. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis and third-party managers, while offering a range of LPL-sponsored managed account programs and a proprietary wrap program.
Michelle P
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
Michelle Pezzulo is a CFP® with nine years of industry experience, currently serving as an advisor at Bentley Financial Group. She has been with Bentley Financial Group and affiliated with LPL Financial since 2016. Outside of her advisory role, she is a notary public for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets and typically implements client-directed investment policies using fundamental analysis, options hedging, and third-party independent managers.
Jeffrey G
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.
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