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Julie Ann Gritzenbach

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

Frankfort, IL

CRD 3092727

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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

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

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-03-07
  • IL RA
    APPROVED
    Since 2007-03-07

Branch Locations

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

Frankfort, IL • 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
Moraine Valley Community College Palas Park IL 08/1997 Present
Bear, Stearns & Co. Inc. Chicago IL 09/1998 Present
William Bair And Company, L.L.C. Chicago IL 03/2004 Present
  • 08/1997 → Present
    Moraine Valley Community College
    Palas Park, IL
  • 09/1998 → Present
    Bear, Stearns & Co. Inc.
    Chicago, IL
  • 03/2004 → Present
    William Bair And Company, L.L.C.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-24
S63 Uniform Securities Agent State Law Examination 2000-03-13
  • S65 Uniform Investment Adviser Law Examination
    2001-08-24
  • S63 Uniform Securities Agent State Law Examination
    2000-03-13
Other Names
  • Julie Ann Morrison
  • Julie Ann Sowinski

View on SEC IAPD

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