October 22, 2016 10:58 PM ET

Capital Markets

Company Overview of Gries Financial LLC

Company Overview

Gries Financial LLC is an employee owned investment manager. The firm also provides family office and wealth management services like estate planning, investment planning, retirement planning, tax planning, and charitable gifting. It primarily provides services to high net worth clients. The firm also caters to individuals, pension and profit sharing plans, institutional clients, charitable organizations, and corporations and other businesses. It manages separate client-focused equity, fixed income and balanced portfolios. The firm invests in equity and fixed income markets. It obtains external research to complement its in-house research. Gries Financial LLC was founded in 1978 and is base...

1801 East 9th Street

Suite 1600

Cleveland, OH 44114-3103

United States

Founded in 1978





Key Executives for Gries Financial LLC

Chiarperson, Chief Executive Officer, Manager
President and Senior Managing Director
Chief Compliance Officer
Compensation as of Fiscal Year 2016.

Gries Financial LLC Key Developments

Gries Financial LLC Presents at Investment Trends Summit, Sep-28-2015 03:15 PM

Gries Financial LLC Presents at Investment Trends Summit, Sep-28-2015 03:15 PM. Venue: Four Seasons Resort The Biltmore Santa Barbara, 1260 Channel Drive, Santa Barbara, CA 93108, United States.

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Recent Private Companies Transactions

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