Griffon Investment Advisors Incorporated

RIAState Registered
Total AUM
$7.6M
Discretionary
$7.6M
100% of AUM
Avg account
$1.3M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
Troy, Michigan
CRD number
287863
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans55.26%
  • HNWI38.16%
  • Individuals6.58%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Griffon Investment Advisors Incorporated is an independent, Michigan-registered registered investment adviser operating as a corporation and owned by an individual. The firm provides fee-based portfolio management, charging clients on a percentage of assets under management, and serves both individual/family clients and institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for businesses or institutional accounts. Griffon does not position itself as an ESG-focused manager and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Investment Grade Corp Bonds 20%, Cash & Cash Equivalents 5%75%
  • Exchange Traded Equities75%
  • Investment Grade Corp Bonds20%
  • Cash & Cash Equivalents5%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
100 W Big Beaver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth