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Building 2TWIN GRYPHON ADVISORS LLC

Map pinMARSHFIELD, MA
Phone(781) 319-0098
NotebookSEC #801-129993
Total AUM
$126.5M
Employees
4
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
892 PLAIN STREET
SUITE 3A
MARSHFIELD
MA 02050
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(781) 319-0098

ReceiptFinancials

Total AUM
$126.5M
Accounts
123
Discretionary
$96.1M
Accounts
116
Non-Discretionary
$30.4M
Accounts
7

ContactClients

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Individual Clients
17
AUM
$6M
HNW Individual Clients
27
AUM
$85.1M
Pooled Vehicle Clients
1
AUM
$5M
Pension/Profit Sharing Plan Clients
5
AUM
$30M
Charitable Organization Clients
1
AUM
$440.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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