GRIT Family Office

Overview

GRIT Family Office describes itself as a family office serving families from Cedar Rapids. The firm says its team brings years of experience helping families and reflects Midwest values of humility and hard work.¹

History

GRIT Family Office, LLC has CRD number 290066 and has been approved as an Iowa investment adviser since November 28, 2017.²

Leadership

William Dean Hahesy III is a current investment adviser representative of GRIT Family Office, LLC in Iowa. He holds the Chartered Financial Analyst designation.³

Colby R. McIntire is a current GRIT Family Office adviser and is listed as a manager in his current employment record. He holds the Series 66 qualification and the CFP® designation.⁴

Services

The firm provides portfolio management for individuals, financial planning, and selection of other advisers.²

Its reported compensation methods include percentage-of-assets fees, fixed fees, and hourly charges.²

What the firm offers

• Investment management
• Financial planning

Client Focus

GRIT Family Office serves high-net-worth individuals and corporations or other businesses, according to its latest Form ADV data.²

Approach

The firm says it helps families bring greater simplicity to complex financial lives, supported by experienced guidance and a Midwest emphasis on humility and hard work.¹

FAQs

Related resources

• LocationMultifamily offices in Iowa

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• GuideMultifamily office services

  This overview explains common multifamily office services, including investment management and financial planning. A family in Cedar Rapids can use it to identify which responsibilities to discuss when evaluating support for personal and business wealth.

• GuideMFO vs SFO vs virtual family office

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• GuideMultifamily office fees

  This guide explains common multifamily office fee structures and the factors that can affect costs. Reviewing it before speaking with a firm can help a Cedar Rapids family or business owner prepare questions about pricing for investment management and planning.

• Similar firmsValiant Wealth, LLC
  Legacy Bridge Private Family Offices

  Profiles for Valiant Wealth, LLC and Legacy Bridge Private Family Offices offer additional points of comparison on this site. A reader considering GRIT Family Office can review how other firms describe services for families and business owners.

Sources

1. GRIT Family Office
2. SEC Investment Adviser Public Disclosure: GRIT Family Office, LLC
3. SEC IAPD Individual Report: William Dean Hahesy III
4. FINRA BrokerCheck Individual Report: Colby R. McIntire

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.