Overview
Assets Under Management: $970 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 608
Average Client Assets: $1 million
Frequently Asked Questions
GRIFFIN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104548), GRIFFIN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRIFFIN ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
GRIFFIN ASSET MANAGEMENT, LLC serves 608 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, GRIFFIN ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GRIFFIN ASSET MANAGEMENT, LLC manages $970 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, GRIFFIN ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 608
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.72
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 687
Discretionary Accounts: 686
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 104548
Last Filing Date: 2025-02-19 00:00:00
Website: https://griffinasset.com