GRIFFITHS, DREHER & EVANS, P.S., CPAS

RIASEC RegisteredEst. 2021
Total AUM
$311M
Discretionary
$311M
100% of AUM
Avg account
$340K
Accounts
916
Employees
25
Advisory reps
9

Firm details

Headquarters
SPOKANE VALLEY, Washington
CRD number
142448
Registered since
June 2, 2021
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

FINTRX

Overview

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

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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: Public Funds/Mutual Funds 94%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%94%
  • Public Funds/Mutual Funds94%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%

Contacts

3 of 9
  • DEANNA DREHER

    PartnerCRD 5245345

  • BRETT SMITH

    PartnerCRD 5857475

  • TODD EVANS

    PartnerCRD 5245335

Unlock 6 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth