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GRIT FAMILY OFFICE, LLC
CRD 290066
427 1ST STREET SE, SUITE 100, CEDAR RAPIDS, IA, 52401, United States
Phone
(319) 551-7889
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$90.9M
Discretionary AUM
$62.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $73.0M |
| Corporations/business entities | 5 | $17.9M |
All web addresses on file
Official SEC filing: View on IAPD