$55.6M Total AUM
$55.6M Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
3 yrs Firm Age
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- 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
1.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Signal Vital zenith
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 | -- |
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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% |