G
$283.9M Total AUM
$262.8M Disc. AUM
10.3% 3Y CAGR
1 Employees
33 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-19-2016
- Office Locations
- 1
Office Locations
-- Nashville TN
About Griffin Family Partners, LLC
Griffin Family Partners, LLC is a Nashville-based RIA. The firm has been operating for 9 years. Managing $283.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$283.9M AVG AUM / ADVISOR
$8.6M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
MARK TODD VANDIVER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1695188
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,780,870 | $1,622,104 |
| Non-Discretionary | $21,166,631 | $1,924,239 |
| Total | $283,947,501 | $1,641,315 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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