$55.6M Total AUM
$55.6M Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- InsightDelta +more
- Established Date
- 05-19-2023
- Office Locations
- 1
Office Locations
117 E Piccadilly St. Suite A Winchester VA
About Grip Financial, LLC
GRIP Financial, LLC is a Virginia-based RIA focused on retirees and pre-retirees, integrating retirement income, investment management, and tax planning into a single, tax-efficient strategy. The team builds and implements personalized plans, sets allocations, selects investments, and provides ongoing proactive reviews. Custodied at Charles Schwab, and limits new client capacity to stay hands-on.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$572.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Full visibility includes strategy notes for frontier value.
Unlock to compare peer behavior around glacier pioneer.
Open the full profile to inspect shifts in pioneer quantum.
Unlock to compare peer behavior around momentum harbor.
Full visibility includes strategy notes for fusion optima.
See the complete signal summary connected to eagle.
Unlock to see real insight on radial alpha ridge.
Premium access reveals conviction themes in horizon horizon.
Asset Classes
Signal
Client Personas
Timber
Custodian
Timber Prime north
Investment Themes
Pathway
Investment Vehicles
Matrix
Services
Vector glacier Vertex prime Peak Value crest Matrix Wave north Radial
Technology
Meridian pioneer Matrix Eagle oak Catalyst ridge
Owner & Executives
M
MICHAEL DAVID GILMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7219774
- Ownership
- 75% or more
(662) 974-5098
focus.pathway@fusioncapital.com
in linkedin.com/in/focus-value
Showing 1 of 1 owners & executives
Unlock allContacts
K
Keith Michael Halstead
--
- CRD
- #8204806
(801) 851-6825
focus.focus@foundationcapital.com
in linkedin.com/in/vital-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,554,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,554,523 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $55,554,523
Public Funds:
35.1% Equity - Exchange:
26.0% Cash:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,900,082,606 | 35.1% |
| Equity - Exchange | $2,148,209,338 | 26.0% |
| Cash | $3,214,051,663 | 38.9% |
| Total | $8,262,343,607 | 100.0% |