Gryphon Financial Partners

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$865K

Accounts

2,819

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 288210
Registered since: May 30, 2017
Website: gryphonfp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI95.57%
Individuals4.17%
Pension & Profit Sharing Plans0.13%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gryphon Financial Partners is an independent registered investment adviser that registered with the SEC in 2017. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM pricing along with hourly, fixed and other fee structures. Gryphon is not positioned as an ESG investor and reports affiliations as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles.