Griffin Financial Services

Overview

Griffin Financial Services operates as a small, independent registered investment adviser organized as a sole proprietorship and run by an individual owner. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it also acts as an insurance broker. Clients are billed on a percentage-of-assets-under-management basis. The adviser serves an individual and family client base rather than institutions or pension plans. It does not market itself as an ESG investor, is not set up as a multi-state adviser, and does not function as a capital allocator or related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives