Griffin Black, Inc.
Griffin Black, Inc. (CRD# 134684) is a financial advisory firm headquartered in Redwood City, CA. They manage $50,575,074 in 305 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts305ACCOUNTS
Average Account Value$165,820
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, LA, TX, WI
Jane Beule (CRD# 4934778) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 12 years of experience in the finance industry. Jane Beule has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Kuo (CRD# 6563403) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 2 years of experience in the finance industry.