CRD: 105328
Greenport Financial Advisers Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2009
- Office Locations
- 2
Office Locations
About Greenport Financial Advisers Inc.
Greenport Financial Advisers is a fiduciary RIA serving North Canton/Canton, Ohio, providing comprehensive financial planning and investment guidance—from portfolio construction and retirement planning to tax, estate and insurance needs. The team emphasizes a long-standing local presence (40+ years in the area) and supports implementation through platforms such as LPL Financial and Raymond James.
Reported data analysis
What the numbers show
Between June 20, 2011 and March 12, 2012, reported AUM decreased 7.1%, from $83.1M to $77.3M.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 2 advisory representatives and 130 clients, or 65 clients per representative. That equates to $554.5K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Greenport Financial Advisers Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Greenport Financial Advisers Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM DAVID GRIFFING
President
- CRD
- #1490813
- Ownership
- 75% or more
DOUGLAS MATTHEW GRIFFING
Chief Compliance Officer, President, TREASURER, VICE PRESIDENT
- CRD
- #4153605
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
KULANAN MONROE
--
- CRD
- #5615870
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,079,935 | $247,747 |
| Non-Discretionary | $0 | $62,674 |
| Total | $72,079,935 | $224,613 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Greenport Financial Advisers Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.