Griffis Asset Management Company, LLC

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$58K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
Chiefland, Florida
CRD number
304813
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Stanley Griffis

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 7148227

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth