Griffin Black, Inc.

Griffin Black, Inc. (CRD# 134684) is a financial advisory firm headquartered in Redwood City, CA. They manage $219,778,266 in 613 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
702 Marshall Street, Suite 411, Redwood City, CA 94063
https://www.linkedin.com/in/janebeule
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $358,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Griffin Black, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jane Beule, financial advisor Redwood City CA
Jane Beule
CRD#: 4934778
702 Marshall Street, Suite 411, Redwood City, CA 94063

Jane Beule (CRD# 4934778) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 18 years of experience in the finance industry.

2
Jon Hsu, financial advisor Redwood City CA
Jon Hsu
CRD#: 6937190
702 Marshall Street, Suite 411, Redwood City, CA 94063

Jon Hsu (CRD# 6937190) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 5 years of experience in the finance industry.

3
Terrence Palazzolo, financial advisor Redwood City CA
Terrence F. Palazzolo
CRD#: 6869001
702 Marshall Street, Suite 411, Redwood City, CA 94063

Terrence Palazzolo (CRD# 6869001) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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