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- Custodian
- Fidelity/NFS · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-1971
- Office Locations
- 2
Office Locations
About Griffin Asset Management, LLC
Griffin Asset Management is a New York–based RIA providing highly personalized, long-term wealth management and planning for individuals, families, retirees, and institutions, including tax and estate/trust guidance and portfolio construction. Portfolios are heavily ETF-based (majority of SMA assets) with a risk-managed, asset-allocation approach. The firm publishes regular market commentary and offers partner-led financial plan reviews.
Team overview
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Client Personas
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Owner & Executives
JOHN BRUNING CAREY JR
Managing Director
- CRD
- #2519935
- Ownership
- 25% but less than 50%
DOUGLAS MAXWELL FAMIGLETTI
Co-President
- CRD
- #2803488
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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CARL ROBERT MORGANSTEIN
Managing Director
- CRD
- #340111
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,641,369 | $1,519,828 |
| Non-Discretionary | $9,293,763 | $9,293,763 |
| Total | $1,054,935,132 | $1,531,110 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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