GRIFFITH & WERNER, INC.

RIASEC RegisteredEst. 2020

Total AUM

$219M

Discretionary

$219M

100% of AUM

Avg account

$651K

Accounts

336

Employees

Advisory reps

Firm details

Headquarters: CANTON, Georgia
CRD number: 136380
Registered since: January 3, 2020
Website: www.griffith-werner.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals75.83%
HNWI19.71%
Pension & Profit Sharing Plans4.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Griffith & Werner, Inc. is a corporation operating as an independent registered investment adviser that became SEC-registered in 2020. The firm is individually owned and acts as a capital allocator, making use of outside managers in addition to managing client portfolios directly. Its client base spans high-net-worth individuals and families as well as institutional clients. Compensation is flexible and includes AUM-based fees, hourly engagements, and fixed-fee arrangements. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm also operates as an insurance broker and lists an affiliation with an insurance company. Griffith & Werner does not identify itself as an active ESG investor and is not registered as a multi-state adviser.