Overview
Assets Under Management: $195 million
Headquarters: CANTON, GA
High-Net-Worth Clients: 4
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.83
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 402
Discretionary Accounts: 402
Regulatory Filings
CRD Number: 136380
Filing ID: 1973103
Last Filing Date: 2025-03-31 14:06:00
Website: https://griffith-werner.com