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Michael Norman Manly

Gries Financial Partners

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About Michael Norman Manly

Michael Manly is a registered investment advisor representative at Gries Financial Partners in Cleveland, Ohio. Michael has been in the financial industry since 04/2023. Previously Michael worked at Price Waterhouse Coopers in Cleveland, Ohio. Michael has passed the Uniform Combined State Law Examination and the Uniform Investment Adviser Law Examination. Michael specializes in financial planning, portfolio management, and pension consulting. Gries Financial Partners offers a wide range of financial services, including investment management, financial planning, and trust services. The firm manages over $1.28 billion in assets.

Firm Information

Michael Manly is currently registered with Gries Financial Partners. Gries Financial Partners is a Cleveland, OH-based investment advisory firm with approximately $1.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as personal trustee services, bill pay, and tax prep assistance. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans.
Gries Financial Partners

1801 E NINTH STREET STE 1600

CLEVELAND, OH 44114

$1.28B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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personal trustee services, bill pay, and tax prep assistance

Personal trustee services, bill pay, and tax prep assistance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Personal trustee services, bill pay, and tax prep assistance

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Michael Manly’s Registration & Firm History

OH

10/02/2024 - Present

Gries Financial Partners (CLEVELAND OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Norman Manly.
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