Overview
Assets Under Management: $232 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 63
Average Client Assets: $2 million
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