Gries Financial Partners Overview
- Year Founded
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1978
- Status
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Acquired/Merged
- Employees
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28
- Latest Deal Type
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M&A
- Financing Rounds
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5
Gries Financial Partners General Information
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 audiences to avail themselves of a range of investment services.
Contact Information
Website
www.gries.com(Operating Subsidiary)
Corporate Office
- 1801 East 9th Street
- Suite 1600
- Cleveland, OH 44114
- United States
Corporate Office
- 1801 East 9th Street
- Suite 1600
- Cleveland, OH 44114
- United States
Gries Financial Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Gries Financial Partners Executive Team (5)
| Name | Title | Board Seat |
|---|---|---|
| Rob Herman | Managing Principal | |
| Brian Durkin | Chief Compliance Officer | |
| Ken Brodkowitz | Chief Investment Officer | |
| Daniel Beringer | Chief of Staff & Director | |
| Sarah Gries | Founder |
Gries Financial Partners Board Members (1)
| Name | Representing | Role | Since |
|---|---|---|---|
| 000000 0000 00 | Gries Financial Partners | Chairman | 000 0000 |
Gries Financial Partners Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Gries Financial Partners Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Gries Financial Partners FAQs
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When was Gries Financial Partners founded?
Gries Financial Partners was founded in 1978.
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Who is the founder of Gries Financial Partners?
Sarah Gries is the founder of Gries Financial Partners.
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Where is Gries Financial Partners headquartered?
Gries Financial Partners is headquartered in Cleveland, OH.
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What is the size of Gries Financial Partners?
Gries Financial Partners has 28 total employees.
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What industry is Gries Financial Partners in?
Gries Financial Partners’s primary industry is Asset Management.
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Is Gries Financial Partners a private or public company?
Gries Financial Partners is a Private company.
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What is Gries Financial Partners’s current revenue?
The current revenue for Gries Financial Partners is 000000.
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Who are Gries Financial Partners’s investors?
Kirtland Capital Partners has invested in Gries Financial Partners.
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When was Gries Financial Partners acquired?
Gries Financial Partners was acquired on 30-Jun-2020.
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Who acquired Gries Financial Partners?
Gries Financial Partners was acquired by The 4100 Group.
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