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GRIFFITH & WERNER, INC.
CRD 136380 · SEC 801-117889
111 MOUNTAIN BROOK DRIVE, SUITE 208, CANTON, GA, 30115, United States
Phone
678-901-4167
Fax
678-493-7854
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.6M
Discretionary AUM
$218.6M
Team
4 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $165.8M |
| High net worth individuals | 33 | $43.1M |
| Pension/profit sharing plans | 4 | $9.8M |
States served
GA, NE, FL
All web addresses on file
Official SEC filing: View on IAPD