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Building 2GRIFFIN BLACK, LLC

Map pinREDWOOD CITY, CA
Phone(650) 368-5785
NotebookSEC #801-117753
Total AUM
$355.5M
Employees
9
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
702 MARSHALL STREET
SUITE 411
REDWOOD CITY
CA 94063
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
BY APPOINTMENT ONLY
Phone
(650) 368-5785
Other Offices
2

ReceiptFinancials

Total AUM
$355.5M
Accounts
698
Discretionary
$355.5M
Accounts
698
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$35.4M
HNW Individual Clients
94
AUM
$312.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$3.9M
Other Clients
1
AUM
$68.3K
Description of Other Clients
CORPORATE ACCOUNT

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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