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Gries Financial

Gries Financial
1978 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of conflict-free investment and wealth management counsel services intended to offer fee-based registered investment services. The company's conflict-free investment and wealth management counsel services include family office facilities, investment advisory and asset under management, enabling high net worth and institutional audience avail a range of investment services.

Website
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1801 East 9th Street
  • Suite 1600
  • Cleveland, OH 44114
  • United States

+1 (216) 000-0000

Gries Financial Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Gries Financial Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Gries Financial Executive Team (3)

Name Title Board
Seat
Contact
Info
Sarah Gries Founder, Chairman, Senior Adviser & Chief Executive Officer
Edward Bell JD President & Senior Managing Director
Ken Brodkowitz Chief Investment Officer

Gries Financial Board Members (1)

Name Representing Role Since Contact
Info
00000 00000 Gries Financial Founder, Chairman, Senior Adviser & Chief Executive Officer 000 0000