Overview
Assets Under Management: $232 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
GRIFFITHS, DREHER & EVANS, P.S., CPAS 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 #142448), GRIFFITHS, DREHER & EVANS, P.S., CPAS is subject to fiduciary duty under federal law.
GRIFFITHS, DREHER & EVANS, P.S., CPAS is headquartered in SPOKANE, WA.
GRIFFITHS, DREHER & EVANS, P.S., CPAS serves 63 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, GRIFFITHS, DREHER & EVANS, P.S., CPAS offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GRIFFITHS, DREHER & EVANS, P.S., CPAS manages $232 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, GRIFFITHS, DREHER & EVANS, P.S., CPAS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,574
Discretionary Accounts: 1,574
Regulatory Filings
CRD Number: 142448
Last Filing Date: 2025-01-27 00:00:00
Website: https://grifco.com