Griffin Black, Inc.

Griffin Black, Inc. (CRD# 134684) is a financial advisory firm headquartered in Redwood City, CA. They manage $64,679,665 in 334 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $193,652
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX, WI

Financial Advisors at Griffin Black, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jane Beule
CRD#: 4934778
702 Marshall Street, Suite 411, Redwood City, CA 94063
96
Wealthminder
score

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.

2
Joseph C. Kuo
CRD#: 6563403
702 Marshall Street, Suite 411, Redwood City, CA 94063
92
Wealthminder
score

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. Joseph Kuo 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.

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