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Matthew Stephen Bonaguidi

Gresham Partners, LLC

Chicago, IL

CRD 4359600

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Employer firm

Gresham Partners, LLC CRD 108668

$13.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • VARIOUS WEALTH MANAGEMENT SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Gresham Partners, Llc

333 W. Wacker Drive Suite 700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2006-07-21
  • TX RA
    APPROVED_RES
    Since 2006-07-21

Branch Locations

333 W. Wacker Drive Suite 700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gresham Partners, Llc Chicago IL 12/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
Other Names
  • Matthew S. Bonaguidi

View on SEC IAPD

Nearby Firms

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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