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GRIFFIN BLACK, LLC
CRD 134684 · SEC 801-117753
702 MARSHALL STREET, SUITE 411, REDWOOD CITY, CA, 94063, United States
Phone
(650) 368-5785
Fax
(650) 989-6766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$355.5M
Discretionary AUM
$355.5M
Team
9 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $35.4M |
| High net worth individuals | 94 | $312.7M |
States served
CA, WA, TX
All web addresses on file
- https://www.linkedin.com/in/kyla-sycip
- https://www.linkedin.com/company/griffin-black
- HTTPS://WWW.GRIFFINBLACK.COM
- https://www.linkedin.com/in/janebeule
- https://instagram.com/griffinblackllc
- https://x.com/griffinblackllc
- https://www.facebook.com/griffinblackllc
- https://www.linkedin.com/in/terrence-palazzolo-cfp%C2%AE-b73046137
- https://www.linkedin.com/in/manishthomare
- https://www.linkedin.com/in/manjumgeorge/
- https://www.linkedin.com/in/soumyamnyl
Official SEC filing: View on IAPD