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CRD: 297264
Twin Gryphon Advisors LLC
$126.5M Total AUM
$96.1M Disc. AUM
-- 3Y CAGR
4 Employees
50 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-23-2018
- Office Locations
- 1
Office Locations
892 Plain Street Suite 3A Marshfield MA
About Twin Gryphon Advisors LLC
Twin Gryphon Advisors is a Marshfield, MA RIA providing individualized wealth planning alongside active investment management, qualified plan advising, and business consulting. The firm focuses on business owners/entrepreneurs and other accredited investors, and runs SMAs primarily using ETFs and public funds. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
60 AVG AGE
$126.5M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
7.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY CHARLES WITHERS
Chief Compliance Officer, President
- CRD
- #1598595
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,105,360 | $828,494 |
| Non-Discretionary | $30,420,259 | $4,345,751 |
| Total | $126,525,619 | $1,028,664 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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