Griffin Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171455
- Website
- griffinfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.02%
- Individuals42.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Griffin Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and combines advisory services with an insurance brokerage practice. Its advisory offerings center on financial planning and portfolio management for individuals and small businesses, supplemented by periodic publications and educational workshops and seminars. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an ESG-focused allocator, is not registered as a multi-state adviser in the data provided, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities37%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Kevin Griffin
PresidentCRD 1467061

Kevin Griffin
Investment AdvisorCRD 6665661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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