Griffith & Werner, Inc.

Griffith & Werner, Inc. (CRD# 136380) is a financial advisory firm headquartered in Canton, GA. They manage $39,596,000 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $141,414
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
  • Selection of other advisers (including private fund managers)
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.

FL, GA

Financial Advisors at Griffith & Werner, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory S. Phelps
CRD#: 4845819
107 Mountain Brook Drive, Suite 108, Canton, GA 30115
93
Wealthminder
score

Gregory Phelps (CRD# 4845819) is an Investment Advisor Representative working at Griffith & Werner, Inc. in Canton, GA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.