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Home > Retirement Planners > california > redwood city > GRIFFIN BLACK, LLC
GRIFFIN BLACK, LLC
702 Marshall Street
Suite 411
Redwood City, California 94063
Tel: (650) 368-5785
About GRIFFIN BLACK, LLC
GRIFFIN BLACK, LLC, formally registered with the SEC as GRIFFIN BLACK, LLC. The firm was established in 12/10/2019. They have over 3 offices throughout the country.
GRIFFIN BLACK, LLC is a Redwood City, California based Financial Planning firm with nearly $219,778,266 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134684 |
| SEC# | 801-117753 |
| Assets Managed by Firm | $219,778,266 |
| No. of Clients | 613 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 613 | $219,778,266 |
| Individuals (other than high net worth individuals) | 84 | $32,914,932 |
| High net worth individuals | 75 | $179,912,982 |
| Pension and profit sharing plans | 5 | $3,654,433 |
| Charitable organizations | Fewer than 5 clients | $3,272,408 |
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