GRIFFIN BLACK, LLC
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 134684
- Registered since
- December 10, 2019
- Website
- griffinblack.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.95%
- Individuals9.97%
- Charitable Organizations1.09%
- Pension & Profit Sharing Plans0.97%
- Other0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Griffin Black, LLC is an independent registered investment adviser that focuses on serving individuals and families with fee-based planning and portfolio management. The firm combines financial planning, discretionary portfolio management and pension consulting for small businesses, using a mix of percentage-of-AUM, hourly and fixed-fee billing. Since its SEC registration in 2019, Griffin Black has positioned itself as an active ESG investor — ESG considerations are incorporated into manager selection and portfolio construction. The firm’s investment approach emphasizes pooled public funds and mutual funds as core building blocks while outsourcing selected real estate exposure to third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2MANJU GEORGE
Chief Compliance Officer & Director of OperationsCRD 4814901
JANE BEULE
Founder & CEOCRD 4934778
Contacts
3 of 4Terrence Palazzolo
Associate Wealth AdvisorCRD 6869001
Manish Thomare
Associate Wealth AdvisorCRD 8035366
Kyla SyCip
ParaplannerCRD 7975287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 702 Marshall St
- Time zone
- PT (UTC-8)
- Office locations
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