GRIGG FINANCIAL, LLC

RIASEC Registered
Total AUM
$64.3M
Discretionary
$64.3M
100% of AUM
Avg account
$219K
Accounts
294
Employees
2
Advisory reps
2

Firm details

Headquarters
TIMONIUM, Maryland
CRD number
304317
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals56.44%
  • HNWI41.16%
  • Charitable Organizations2.4%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Grigg Financial, LLC is an independent, owner-operated RIA that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advice on a percentage-of-AUM basis and also bills hourly, with core services listed as financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Grigg identifies as an active ESG investor, and its business model emphasizes allocating capital to outside managers as well as managing pooled public funds. It is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 14%, Cash & Cash Equivalents 5%, Private Funds 4%, Derivatives 2%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents5%
  • Private Funds4%
  • Derivatives2%

Contacts

2 of 2
  • Ryan Brady

    Investment Adviser RepresentativeCRD 8175710

  • BRIAN GRIGG

    Principal & OwnerCRD 2291150

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

TIMONIUM, MD

BALTIMORE

Location

TIMONIUM, MD

Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
2401 York Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth