GRIGG FINANCIAL, LLC
Firm details
- Headquarters
- TIMONIUM, Maryland
- CRD number
- 304317
- Website
- www.griggfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals56.44%
- HNWI41.16%
- Charitable Organizations2.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Grigg Financial, LLC is an independent, owner-operated RIA that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advice on a percentage-of-AUM basis and also bills hourly, with core services listed as financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Grigg identifies as an active ESG investor, and its business model emphasizes allocating capital to outside managers as well as managing pooled public funds. It is not registered as a multistate adviser.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities14%
- Cash & Cash Equivalents5%
- Private Funds4%
- Derivatives2%
Contacts
2 of 2Ryan Brady
Investment Adviser RepresentativeCRD 8175710
BRIAN GRIGG
Principal & OwnerCRD 2291150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TIMONIUM, MD
BALTIMORE
Location
TIMONIUM, MD
Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 2401 York Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JBA FINANCIAL ADVISORS
RIATIMONIUM, MD
META WEALTH ADVISORY
RIATIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT
RIATIMONIUM, MD
HERGENROEDER FINANCIAL ADVISORS, INC.
RIATIMONIUM, MD
L. K. BENSON & COMPANY, P.C.
RIATIMONIUM, MD
THE L. WARNER COMPANIES, INC
RIATIMONIUM, MD