CRD: 304813
Griffis Asset Management Company, LLC
$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2019
- Office Locations
- 1
Office Locations
13 SE 1ST AVE Chiefland FL
About Griffis Asset Management Company, LLC
Griffis Asset Management Company is a locally owned Florida registered investment adviser providing wealth management and planning for individuals and business owners, including retirement/college savings and business retirement plans. The practice emphasizes portfolio construction and tax/insurance-aware planning, with client portfolios primarily implemented using ETFs and custodied at Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$86.9K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STANLEY H GRIFFIS III
Chief Compliance Officer, Partner
- CRD
- #7148227
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,738,855 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,738,855 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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