TWIN GRYPHON ADVISORS LLC
Firm details
- Headquarters
- MARSHFIELD, Massachusetts
- CRD number
- 297264
- Registered since
- April 24, 2024
- Website
- www.twingryphonadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents12%
- Private Funds3%
- US Government Bonds1%
Owners & executives
1 of 1TIMOTHY WITHERS
President, CIOCRD 1598595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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