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GRIGG FINANCIAL, LLC
CRD 304317
2401 YORK ROAD, TIMONIUM, MD, 21093, United States
Phone
410-231-7040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.3M
Discretionary AUM
$64.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $36.3M |
| High net worth individuals | 29 | $26.5M |
| Charitable organizations | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD