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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
About Griffith & Werner, Inc.
Griffith & Werner builds fully customized, actively managed portfolios handled in-house, with a core focus on rising-dividend companies aimed at predictable, growing income and managing sequence-of-returns risk. The firm pairs investment management with a structured financial planning process and offers integrated tax and accounting services for business owners, executives, independent professionals, and retirees. Custody includes Charles Schwab.
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Owner & Executives
Gregory Scott Phelps
Chief Compliance Officer, President
- CRD
- #4845819
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Chancelor Beck
--
- CRD
- #7859638
Stephen D. Nolan
--
- CRD
- #8109373
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,626,958 | $650,675 |
| Non-Discretionary | $0 | -- |
| Total | $218,626,958 | $650,675 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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