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Building 2GRYPHON WEALTH

Map pinJACKSONVILLE, FL
Phone904-450-5330
NotebookSEC #801-135333
Total AUM
$3.2B
Employees
22
Clients
695

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 TOUCHTON ROAD E, BUILDING 200,
SUITE 110
JACKSONVILLE
FL 32246
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
904-450-5330

ReceiptFinancials

Total AUM
$3.2B
Accounts
3,071
Discretionary
$2.6B
Accounts
1,541
Non-Discretionary
$688.4M
Accounts
1,530

ContactClients

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Individual Clients
293
AUM
$112.6M
HNW Individual Clients
402
AUM
$3.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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