Grip Financial, LLC

Overview

Grip Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator — selecting external managers in addition to managing client portfolios directly. Its fee model combines a percentage of assets under management with fixed-fee arrangements. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm is not positioned as an active ESG investor, is not identified as a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives