$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital radial
- Established Date
- 12-29-1998
- Office Locations
- 1
Office Locations
-- Rotterdam Junction NY
About Griffin Financial Services
Griffin Financial Services is a Rotterdam Junction-based RIA. The firm has been operating for 27 years. Managing $7.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.2M AVG AUM / ADVISOR
$124.1K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Momentum
Investment Themes
Vertex peak
Investment Vehicles
Legacy
Services
Harbor foundation Bridge Horizon
Technology
Optima legacy
Owner & Executives
S
SCOTT STEPHEN GRIFFIN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2215459
- Ownership
- 75% or more
(266) 901-3465
bridge.frontier@fusioncapital.com
in linkedin.com/in/vital-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,200,000
Equity - Exchange:
5.5% Other:
15.6% U.S. Government/Agency:
26.8% Cash:
18.5% Corporate - Investment Grade:
24.4% Municipal Bonds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $101,827,197 | 5.5% |
| Other | $288,818,959 | 15.6% |
| U.S. Government/Agency | $496,176,161 | 26.8% |
| Cash | $342,509,663 | 18.5% |
| Corporate - Investment Grade | $451,742,475 | 24.4% |
| Municipal Bonds | $170,329,130 | 9.2% |
| Total | $1,851,403,585 | 100.0% |