Griffin Black, Inc., based out of Redwood City, CA, is a small investment advisory firm that serves over 90 individual clients, overseeing an impressive $186,549,000 in assets under management. With two offices, they provide personalized financial guidance to their diverse clientele. While 401K and individual accounts make up less than 30% of their assets, Griffin Black, Inc. possesses the expertise to manage employer funds. Notably, all the assets they manage are discretionary, reflecting a high level of trust bestowed upon them by their clients.
Catering primarily to high-net-worth individuals, Griffin Black, Inc. holds a signi...
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Assets Under Mgmt
$186.55M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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