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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave unison
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
About Grigg Financial, LLC
Grigg Financial is an independent, fee-based RIA providing personalized financial planning and investment management for retirees, pre-retirees, and investors focused on preserving and growing wealth. The firm emphasizes retirement planning, risk-conscious portfolio management, and real estate investment strategies, including Delaware Statutory Trust (DST) solutions for 1031 exchanges, with founder Brian Grigg serving as his own compliance officer.
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Owner & Executives
BRIAN THOMAS GRIGG
Chief Compliance Officer, Principal
- CRD
- #2291150
- Ownership
- 75% or more
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Ryan Robert Brady
--
- CRD
- #8175710
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,277,660 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,277,660 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,277,660
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,299,411,633 | 27.6% |
| Equity - Exchange | $999,744,188 | 12.0% |
| Cash | $1,083,056,204 | 13.0% |
| Private Funds | $1,782,877,136 | 21.4% |
| Derivatives | $2,166,112,409 | 26.0% |
| Total | $8,331,201,570 | 100.0% |