|
⚲
|
| Griffith & Werner Inc
✚
| |
|---|---|
| CRD # | 136380 |
| SEC # | 801-117889 |
| CIK # | |
| AUM | $140.2 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 678-901-4167 |
| Address | 111 Mountain Brook Drive Canton, GA 30115 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 102.0 |
| (b) Individuals (high net worth individuals) | 24 | 30.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 140.2 |
| By Discretionary | ||
| Discretionary | 368 | 140.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 368 | 140.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.2 | |
| Total | 368 | 140.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 0.1 |
|
The Kocen Financial Group Inc
✚
|
CA | 0.1 |
|
Laughlin Financial LLC
✚
|
IN | 0.1 |
|
Gibson Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Asset Strategies Inc
✚
|
CT | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Werlinich Asset Management LLC
✚
|
CT | 0.1 |
|
Legacy Beyond Wealth LLC
✚
|
FL | 0.1 |
|
Assabet Advisors LLC
✚
|
MA | 0.1 |
|
First Mason Financial LLC
✚
|
OH | 0.1 |