Twin Gryphon Advisors LLC
Firm details
- Headquarters
- Marshfield, Massachusetts
- CRD number
- 297264
- Registered since
- April 24, 2024
- Website
- www.twingryphonadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.27%
- Pension & Profit Sharing Plans23.69%
- Individuals4.73%
- Pooled Investment Vehicles3.95%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Twin Gryphon Advisors LLC is an independent registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, along with pension consulting services. Ownership is a mix of a domestic entity and an individual. Its client billing mixes percentage-of-AUM charging with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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 Equities70%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Timothy Withers
President, CIOCRD 1598595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marshfield, MA
Plymouth
Location
Marshfield, MA
Headquartered in Marshfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 892 Plain St
- Time zone
- ET (UTC-5)
- Office locations
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