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Michael David Gilman

Grip Financial, LLC

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About Michael David Gilman

Michael Gilman is an investment advisor representative associated with Grip Financial, LLC. Michael has been in the industry for over 15 years. Michael is a registered Investment Advisor in Virginia and holds a Series 65 license. Michael's primary focus is on providing investment advisory services to individuals and high-net-worth clients. Michael is also a managing member and insurance agent for Grip Financial Solutions LLC.

Firm Information

Michael Gilman is currently registered with Grip Financial, LLC. Grip Financial, LLC is an investment advisory firm with 1 licensed agent and 1 investment adviser representative. The firm manages approximately $30,179,268 in assets for 101 clients. Their services include financial planning, educational seminars, and portfolio management for individuals. They primarily serve high-net-worth individuals and other individuals.

$30.18M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Gilman’s Registration & Firm History

VA

05/19/2023 - Present

Grip Financial, LLC (MIDLOTHIAN VA)

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Licenses & Designations

IA

Issued 01/23/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Gilman.
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