Griffis Asset Management Company, LLC
Firm details
- Headquarters
- Chiefland, Florida
- CRD number
- 304813
- Website
- www.griffisasset.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Griffis Asset Management Company, LLC is a small, owner-operated limited liability company that provides fee-based portfolio management primarily for individual and family clients, and for small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio services. Dataset attributes indicate the firm is classified as a qualified custodian and that it does not position itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The firm also lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Stanley Griffis
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7148227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chiefland, FL
Levy
Location
Chiefland, FL
Headquartered in Chiefland, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- Levy
- Address
- 13 Se 1st Ave
- Time zone
- ET (UTC-5)
- Office locations
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