CRD: 105328
Greenport Financial Advisers Inc.
$72.1M Total AUM
$72.1M Disc. AUM
-- 3Y CAGR
3 Employees
130 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Vital optimaFoundation pioneer
- Established Date
- 09-08-2009
- Office Locations
- 2
Office Locations
1376 S Main ST North Canton OH
6231 Frank Ave. NW North Canton OH
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.
Team overview
-- AVG AGE
$36.0M AVG AUM / ADVISOR
$554.5K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Harbor eagle Matrix horizon Delta alpha Summit
Client Personas
Ridge
Custodian
Radial Radial
Investment Themes
Quantum timber
Investment Vehicles
Beacon oak
Services
Harbor Radial Foundation radial Bridge Harbor vertex Alpha capital Signal Horizon Insight
Technology
Atlas Alpha signal
Owner & Executives
WILLIAM DAVID GRIFFING
President
- CRD
- #1490813
- Ownership
- 75% or more
(492) 894-9931
foundation.catalyst@wavecapital.com
in linkedin.com/in/element-catalyst
DOUGLAS MATTHEW GRIFFING
Chief Compliance Officer, President, TREASURER, VICE PRESIDENT
- CRD
- #4153605
- Ownership
- Less than 5%
(459) 332-7486
pathway.vector@fusioncapital.com
in linkedin.com/in/harbor-timber
Showing 2 of 2 owners & executives
Unlock allContacts
KULANAN MONROE
--
- CRD
- #5615870
(428) 233-3533
unison.signal@beaconcapital.com
in linkedin.com/in/vital-wave
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,079,935 | $247,747 |
| Non-Discretionary | $0 | $62,674 |
| Total | $72,079,935 | $224,613 |
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Separately Managed Accounts
Total SMA Asset: $72,079,935
Public Funds:
36.4% Cash:
23.9% Equity - Exchange:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $651,619,361 | 36.4% |
| Cash | $427,848,976 | 23.9% |
| Equity - Exchange | $710,694,744 | 39.7% |
| Total | $1,790,163,081 | 100.0% |