Overview
Assets Under Management: $195 million
Headquarters: CANTON, GA
High-Net-Worth Clients: 24
Average Client Assets: $2 million
Frequently Asked Questions
GRIFFITH & WERNER, INC. 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 #136380), GRIFFITH & WERNER, INC. is subject to fiduciary duty under federal law.
GRIFFITH & WERNER, INC. is headquartered in CANTON, GA.
GRIFFITH & WERNER, INC. serves 24 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, GRIFFITH & WERNER, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GRIFFITH & WERNER, INC. manages $195 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, GRIFFITH & WERNER, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.71
Average High-Net-Worth Client Assets: $2 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