Overview
Assets Under Management: $1.5 billion
Headquarters: NEW HARTFORD, NY
High-Net-Worth Clients: 643
Average Client Assets: $0.7 million
Frequently Asked Questions
M. GRIFFITH INVESTMENT SERVICES, 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 #2078), M. GRIFFITH INVESTMENT SERVICES, INC. is subject to fiduciary duty under federal law.
M. GRIFFITH INVESTMENT SERVICES, INC. is headquartered in NEW HARTFORD, NY.
M. GRIFFITH INVESTMENT SERVICES, INC. serves 643 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, M. GRIFFITH INVESTMENT SERVICES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
M. GRIFFITH INVESTMENT SERVICES, INC. manages $1.5 billion in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, M. GRIFFITH INVESTMENT SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 643
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.22%
Average Client Assets: $0.7 million
Total Client Accounts: 2,931
Discretionary Accounts: 1,570
Non-Discretionary Accounts: 1,361
Regulatory Filings
CRD Number: 2078
Filing ID: 1181005
Last Filing Date: 2018-03-15 16:19:00