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⚲
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| Griffiths Dreher & Evans PS CPAS
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|
|---|---|
| CRD # | 142448 |
| SEC # | 801-121376 |
| CIK # | |
| AUM | $192.0 MM (2024-03-03) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 509-326-4054 |
| Address | 408 N Mullan Rd Spokane, WA 99206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 614 | 73.0 |
| (b) Individuals (high net worth individuals) | 55 | 119.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,311 | 192.0 |
| By Discretionary | ||
| Discretionary | 1,311 | 192.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,311 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 1,311 | 192.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GMG Private Counsel ULC
✚
|
0.2 | |
|
Innova Advisors LLC
✚
|
FL | 0.2 |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Octavia Investments LLC
✚
|
NV | 0.2 |
|
Iwealth Financial LLC
✚
|
MN | 0.2 |
|
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
|
1492 Capital Management LLC
✚
|
WI | 0.2 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
|
Wealth Management Group of North America LLC
✚
|
CT | 0.2 |