GRIFFIS ASSET MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- CHIEFLAND, Florida
- CRD number
- 304813
- Website
- www.griffisasset.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Griffis Asset Management Company, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. The firm operates as a qualified custodian and is owned by an individual. With a focus on individual and family clients, Griffis Asset Management employs a fee structure based on a percentage of assets under management. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1STANLEY GRIFFIS
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7148227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHIEFLAND, FL
LEVY
Location
CHIEFLAND, FL
Headquartered in CHIEFLAND, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- LEVY
- Address
- 13 SE 1st Ave
- Time zone
- ET (UTC-5)
- Office locations
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