Robert Joseph Herman
Managing PrincipalGries Financial LLCCRD 3132466
About Robert Joseph Herman
Robert Joseph Herman is listed as Managing Principal at Gries Financial LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Under 5%. Robert Joseph Herman is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Gries Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Joseph Herman work?
Robert Joseph Herman is listed as Managing Principal at Gries Financial LLC on SEC Form ADV.
How much of Gries Financial LLC does Robert Joseph Herman own?
Form ADV reports a beneficial ownership band of Under 5%.
Gries Financial LLC
| Title | Managing Principal |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Logix Investments LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Bull Harbor Capital LLC.
| Title | Member/Chairman |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2023 |