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Griffin Black, LLC

Griffin Black, LLC. CRD 134684

Griffin Black, LLC logo

CRD: 134684

Griffin Black, LLC

Redwood City, CA, 94063
6503685785
griffinblack.com
$355.5M Total AUM
$355.5M Disc. AUM
24.7% 3Y CAGR
9 Employees
172 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
Vertex
Established Date
06-08-2005
Office Locations
1

Office Locations

702 Marshall Street Suite 411 Redwood City CA

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.

Team overview

72 AVG AGE
$71.1M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Insight legacy Meridian pathway

Client Personas

Atlas Vital vital Atlas horizon

Custodian

Quantum Alpha Unison vital Crest focus North Radial pathway

Investment Themes

Ember pioneer Vector zenith Quantum Quantum Frontier element Legacy alpha

Investment Vehicles

Prime Signal glacier

Platform

Value fusion Legacy quantum

Services

Pioneer Crest beacon Beacon Fusion

Technology

Matrix prime

Owner & Executives

JANE BEULE

JANE BEULE

Investment Advisor, President

CRD
#4934778
Ownership
Less than 5%
(505) 531-2094
horizon.capital@crestcapital.com
in linkedin.com/in/alpha-capital
M

MANJU MARIE GEORGE

Chief Compliance Officer, Director

CRD
--
Ownership
Less than 5%
(246) 902-5225
momentum.insight@ridgecapital.com
in linkedin.com/in/capital-oak

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Contacts

Terrence Francesco Palazzolo

Terrence Francesco Palazzolo

Wealth Advisor

CRD
#6869001
(334) 910-1943
crest.vertex@catalystcapital.com
in linkedin.com/in/value-meridian
S

Soumyalakshmi Parasuraman

--

CRD
#7679332
(377) 744-9511
atlas.element@pioneercapital.com
in linkedin.com/in/vital-pioneer
W

Wave pathway

Vital vital

CRD
#86946
(786) 205-8263
pioneer.vital@eaglecapital.com
in linkedin.com/in/fusion-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2022
03-27-2023
10-16-2024
11-05-2025
03-26-2026
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

Total SMA Asset: $355,515,601

$355.5M Total SMA
Public Funds:
11.9%
Equity - Exchange:
13.7%
U.S. Government/Agency:
38.9%
Cash:
12.8%
Other:
22.7%
Asset class Assets Assets %
Public Funds $905,072,197 11.9%
Equity - Exchange $1,041,973,874 13.7%
U.S. Government/Agency $2,958,597,350 38.9%
Cash $973,523,035 12.8%
Other $1,726,482,258 22.7%
Total $7,605,648,714 100.0%

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