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Griffin Black, Inc.
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Overview Share
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Redwood City, California
$123.8 million AUM
2 offices

Griffin Black, Inc. is based in Redwood City, California and has $123.8 million in assets under management.

Location
702 Marshall Street
Suite 411
Redwood City, CA 94063
$123.8 million
AUM
4
Employees
AUM Share
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$123,766,244
Assets under management
484 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 88 $31,457,858 25% $357,476
High net worth individuals 46 $87,873,429 71% $1,910,292
Pension and profit sharing plans 7 $3,932,176 3% $561,739
Charitable organizations Fewer than 5 clients $496,427
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$123,766,244
Assets under management
$30,941,561
AUM per employee
$61,883,122
AUM per investment analyst
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Compensation

Griffin Black, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Griffin Black, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 134,684
SEC number 801-117753
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 12, 2020

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