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- Custodian
- Altruist · Charles Schwab & Company · Pershing · SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2005
- Office Locations
- 1
Office Locations
About Griffin Black, LLC
Griffin Black is an RIA helping successful professionals make clearer financial decisions by combining rigorous analysis with an understanding of how instincts and emotions shape money choices. The firm delivers wealth planning and implementation across investing/portfolio strategy, tax planning, cash flow, insurance, debt management, and select alternatives. Custody is supported via platforms including Schwab and Pershing.
Reported data analysis
What the numbers show
Between November 5, 2025 and September 29, 2026, reported AUM increased 31.3%, from $270.9M to $355.5M.
Across 5 reported observations, AUM increased 88.1% between October 12, 2022 and September 29, 2026, from $189.0M to $355.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 172 clients, or 34.4 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on September 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
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- Services
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Owner & Executives
JANE BEULE
Investment Advisor, President
- CRD
- #4934778
- Ownership
- Less than 5%
MANJU MARIE GEORGE
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Terrence Francesco Palazzolo
Wealth Advisor
- CRD
- #6869001
Soumyalakshmi Parasuraman
Wealth Advisor
- CRD
- #7679332
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,515,601 | $509,335 |
| Non-Discretionary | $0 | -- |
| Total | $355,515,601 | $509,335 |
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Separately Managed Accounts
SMA allocation detail is available
Griffin Black, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.