Grip Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 325351
- Website
- myretirementgrip.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.2%
- Individuals40.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grip Financial, LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm positions itself as a capital allocator for individual and family clients, providing financial planning and discretionary portfolio management focused on individuals and small businesses. Services explicitly include selection of other advisers and educational seminars or workshops, indicating a consultative, multi-adviser approach alongside direct portfolio management. Compensation is a mix of percentage-of-AUM and fixed fees. Grip Financial reports it is not an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Michael Gilman
Founder & Financial AdvisorCRD 7219774
Keith Halstead
Investment Advisor RepresentativeCRD 8204806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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