GRIFFITHS, DREHER & EVANS, P.S., CPAS
Firm details
- Headquarters
- SPOKANE VALLEY, Washington
- CRD number
- 142448
- Registered since
- June 2, 2021
- Website
- www.grifco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.25%
- Individuals34.74%
- Charitable Organizations0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Griffiths, Dreher & Evans, P.S., Cpas is a corporate RIA-level advisory practice structured around fee-based portfolio management for individuals, families and small businesses. The firm runs fully discretionary portfolios and concentrates on using pooled public funds as the backbone of client allocations, while supplementing those positions with targeted third‑party alternative exposures in real estate. Advisory services explicitly include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting support. The firm does not position itself as an ESG investor and does not operate as a multi-state capital allocator. Investment activity shows a practical, product‑oriented approach: the bulk of assets are held in public mutual funds and similar pooled vehicles, supporting scalable, diversified portfolios across many client accounts. Real estate exposure is sourced through external alternative managers rather than an in‑house private markets platform.
Assets & Accounts
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 Funds94%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
Contacts
3 of 9DEANNA DREHER
PartnerCRD 5245345
BRETT SMITH
PartnerCRD 5857475
TODD EVANS
PartnerCRD 5245335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPOKANE VALLEY, WA
SPOKANE
Location
SPOKANE VALLEY, WA
Headquartered in SPOKANE VALLEY, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 408 N Mullan Rd
- Time zone
- PT (UTC-8)
- Office locations
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