Gries Financial LLC
Gries Financial LLC (now operating as GFP Private Wealth) is an independent investment adviser headquartered in Cleveland, Ohio, serving high-net-worth individuals, families, and institutions. Founded in 1972, the firm offers financial planning, investment management, tax and wealth transfer strategies, and access to private investments and hedge funds. GFP emphasizes tailored and multi-generational solutions, boasts nearly five decades of experience, and has approximately 30 employees.
Investment Strategy
GFP Private Wealth provides institutional-grade, forward-thinking investment strategies with boutique-level attention. The firm constructs tailored portfolios driven by thorough research and risk management, focusing on multi-generational wealth planning, tax efficiency, access to private managers and hedge funds, and holistic financial solutions to help clients build lasting legacies.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.28% | $77.7M | 116,116 | $412.81 | $669.30 | +$5.9M |
D DYNF | BLACKROCK ETF TRUST | 5.40% | $34.1M | 576,684 | $49.84 | $59.20 | +$9.2M |
G GAUG | FIRST TR EXCHNG TRADED FD VI | 4.64% | $29.4M | 760,258 | $38.61 | $38.61 | +$29.4M |
Q QUAL | ISHARES TR | 4.44% | $28.1M | 144,451 | $137.97 | $194.50 | +$2.3M |
B BINC | BLACKROCK ETF TRUST II | 3.50% | $22.2M | 416,114 | $52.25 | $53.24 | +$2.1M |