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Home > Retirement Planners > georgia > canton > GRIFFITH & WERNER, INC.
GRIFFITH & WERNER, INC.
111 Mountain Brook Drive
Suite 208
Canton, Georgia 30115
Tel: 678-901-4167
About GRIFFITH & WERNER, INC.
GRIFFITH & WERNER, INC, formally registered with the SEC as GRIFFITH & WERNER, INC. The firm was established in 01/03/2020. They have over 2 offices throughout the country.
GRIFFITH & WERNER, INC. is a Canton, Georgia based Financial Planning firm with nearly $140,202,642 assets under management, offering retirement planning & investment advisory services to 368 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136380 |
| SEC# | 801-117889 |
| Assets Managed by Firm | $140,202,642 |
| No. of Clients | 368 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 368 | $140,202,642 |
| Individuals (other than high net worth individuals) | 340 | $102,017,664 |
| High net worth individuals | 24 | $30,472,808 |
| Pension and profit sharing plans | 4 | $7,712,170 |
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|---|---|---|---|
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| $61,369,856,545 | 124201 | 2105 | |
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