Overview
Assets Under Management: $220 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 613
Discretionary Accounts: 613
Regulatory Filings
CRD Number: 134684
Last Filing Date: 2024-10-16 00:00:00
Website: https://griffinblack.com