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How does the advisor help clients – Key Takeaways:
As a leader in the financial industry, Griffis Asset Management Company, LLC prides itself on providing expert financial advice and guidance to clients of all backgrounds and financial goals.
Facts and Insights
Griffis Asset Management Company, LLC has been in business for over 15 years and has grown to become one of the top asset management companies in the country. With a team of experienced and knowledgeable advisors, the company has consistently helped clients achieve their financial goals.
According to publicly available numbers, as of 2021, Griffis Asset Management Company, LLC has over $2 billion in assets under management. The company also has a team of 20 advisors, making it one of the largest asset management firms in the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | 15 years |
Financial Services Offered
Griffis Asset Management Company, LLC offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The company serves clients of all types, including individuals, families, businesses, and institutions. No matter the size or complexity of the client’s financial situation, Griffis Asset Management Company, LLC has the expertise and resources to provide tailored financial solutions.
Fees & Compensation
Griffis Asset Management Company, LLC operates on a fee-based model, meaning that clients pay a percentage of their assets under management for the firm’s services. This aligns the company’s interests with those of its clients, as their success is directly tied to the performance of their clients’ portfolios.
Background
Griffis Asset Management Company, LLC was founded in 2005 by financial expert John Griffis. With over 25 years of experience in the financial industry, Mr. Griffis saw a need for a firm that could provide personalized and comprehensive financial planning to clients of all income levels. Today, the company has a team of experienced and dedicated advisors who carry on Mr. Griffis’ commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a reputable financial firm, Griffis Asset Management Company, LLC takes transparency seriously. The company ensures that its clients are fully aware of any potential conflicts of interest and discloses any relevant information, such as potential fees, before any services are provided. Additionally, all advisors are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.