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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2014
- Office Locations
- 1
Office Locations
About Griffin Financial Advisors, LLC
Griffin Financial Advisors, LLC is an independent, fiduciary RIA providing financial planning, retirement planning, and portfolio management for retail clients. The firm builds customized retirement plans using a mix of ETFs, mutual funds, and fixed income, and is known for deep expertise in airline pilot retirement systems. Led by Kevin Griffin alongside his son, KJ Griffin.
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Owner & Executives
KEVIN PATRICK GRIFFIN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1467061
- Ownership
- 75% or more
KEVIN JAMES GRIFFIN
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #6665661
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,953,418 | -- |
| Non-Discretionary | $6,713,895 | -- |
| Total | $65,667,313 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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