Overview
Assets Under Management: $970 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 608
Average Client Assets: $1 million
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