TWIN GRYPHON ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$127M
Discretionary
$96.1M
76% of AUM
Avg account
$1M
Accounts
123
Employees
4
Advisory reps
1

Firm details

Headquarters
MARSHFIELD, Massachusetts
CRD number
297264
Registered since
April 24, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.27%
  • Pension & Profit Sharing Plans23.69%
  • Individuals4.73%
  • Pooled Investment Vehicles3.95%
  • Charitable Organizations0.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Twin Gryphon Advisors LLC is an independent registered investment adviser that positions itself as a wealth and portfolio manager for both individual/family and institutional clients. The firm leans toward equity-centered portfolios, using separately managed accounts and exchange-traded products as primary building blocks. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and pension consulting. Fee arrangements are flexible—AUM-based fees alongside hourly and fixed-fee engagements—supporting both traditional ongoing relationships and project- or plan-based work. The adviser is not an active ESG investor and does not market itself as a multi-state firm. It is SEC-registered as of 2024 and structured as a limited liability company with domestic ownership. The firm custody relationship and product mix indicate a focus on liquid, market-traded securities complemented by selective allocations to third-party alternative managers and an advised hedge fund vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 52%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 12%, Private Funds 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents12%
  • Private Funds3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • TIMOTHY WITHERS

    President, CIOCRD 1598595

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

MARSHFIELD, MA

PLYMOUTH

Location

MARSHFIELD, MA

Headquartered in MARSHFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
892 Plain St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth