Gries Financial LLC
Legal Name: GRIES FINANCIAL LLC
Full Contact Details
Gries Financial LLC
1801 E NINTH STREET STE 1600, CLEVELAND, OH
216-861-1148
216-861-0106
Other Info
Gries Financial LLC is an Ohio Limited Liability Company that has been Registered with the U.S. Securities and Exchange Commission since April 16, 1999. The company has a total of 21 employees, 11 of whom are in advisory roles. Although the number of clients the company serves is unknown, Gries Financial LLC has an approved SEC status.
Gries Financial Partners
Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth.
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Direct Owners
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EDWARD JOSEPH BELL
PRESIDENT owns more than 25% but less than 50%
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JEFFREY HAMILTON PALMER
MANAGING PARTNER CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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KENNETH ROSS BRODKOWITZ
CIO owns more than 5% but less than 10%
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LAUREN RICH FINE
PARTNER owns more than 5% but less than 10%
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ROBERT JOSEPH HERMAN
SENIOR PARTNER owns more than 25% but less than 50%
Custodians
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KINGDOM TRUST
United States