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Building 2M. GRIFFITH INVESTMENT SERVICES, INC.

Map pinNEW HARTFORD, NY
Phone315-797-0130
NotebookSEC #801-64649
Total AUM
$1.5B
Employees
21
Clients
2,931

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 FRENCH RD
BUILDING 2
NEW HARTFORD
NY 13413-0895
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
315-797-0130

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,931
Discretionary
$682.1M
Accounts
1,570
Non-Discretionary
$820.6M
Accounts
1,361

ContactClients

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Individual Clients
2,219
AUM
$437.4M
HNW Individual Clients
643
AUM
$424M
Pension/Profit Sharing Plan Clients
29
AUM
$596.3M
Charitable Organization Clients
27
AUM
$17.3M
Corporation or Business Clients
13
AUM
$27.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING MARGIN INTEREST, CASH BALANCES AND HANDLING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTFLGAIAILINKYMAMDMEMINCNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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