G
$311.4M Total AUM
$311.4M Disc. AUM
27.2% 3Y CAGR
25 Employees
915 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-27-2006
- Office Locations
- 1
Office Locations
408 N Mullan RD Spokane WA
About Griffiths, Dreher & Evans, P.s., Cpas
Griffiths, Dreher & Evans (GDE) is a Spokane, WA CPA firm that pairs investment management and financial planning with tax/accounting, business valuation, and business-sale/exit advisory for small business owners. Their process starts with a discovery meeting and the Big Sheets Financial Analysis Guide to align investment recommendations with tax and transaction implications.
Team overview
28 AVG AGE
$31.1M AVG AUM / ADVISOR
$340.3K AVG AUM / CLIENT
11.5 yrs AVG TENURE
25 Employees
10 Advisory Reps
10 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
Alec Taylor Griffiths
Chief Compliance Officer, CPA, Owner
- CRD
- #7362569
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JAMES SHAWN COLEMAN
--
- CRD
- #5429369
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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E
ERIC JAMES BLAZEKOVIC
Partner
- CRD
- #7207691
Available
Available
Available
R
Raymond James Eichten
--
- CRD
- #7499555
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,409,733 | $339,967 |
| Non-Discretionary | $0 | -- |
| Total | $311,409,733 | $339,967 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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