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| Happy Holidays!! thanks for using AUM13F!! |
| Griffith & Werner Inc
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| CRD # | 136380 |
| SEC # | 801-117889 |
| CIK # | 0002057200 |
| AUM | $195.2 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 678-901-4167 |
| Address | 111 Mountain Brook Drive Canton, GA 30115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 6.7 | ||
| Exxon Mobil Corp | 6.3 | ||
| AT&T Inc | 6.3 | ||
| Amazon Com Inc | 6.2 | ||
| Apple Inc | 6.0 | ||
| Facebook Inc | 5.7 | ||
| Citigroup Inc | 5.5 | ||
| Southern Co | 5.4 | ||
| Microsoft Corp | 5.4 | ||
| Verizon Communications Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 148.0 |
| (b) Individuals (high net worth individuals) | 24 | 38.5 |
| (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 | 8.7 |
| (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 | 402 | 195.2 |
| By Discretionary | ||
| Discretionary | 402 | 195.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 402 | 195.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.2 | |
| Total | 402 | 195.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057200] |
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