SG
SG

Stanley Griffis

6 Years of Experience
Chiefland, FL

Stanley Griffis is a registered investment advisor at Griffis Asset Management Company, LLC, based in Chiefland, FL, with 6 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $1.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$91K average
Assets Under Management
$1.6M

Fee Structure

Investment management only (planning not offered)

Griffis Asset Management charges an annual fee for managing your investments, ranging from 0.50% to 1.00% of the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services provided, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable, depending on individual client circumstances.

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Location

13 SE 1st Ave, Chiefland, FL, 32626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stanley is a licensed attorney practicing in Florida and owns Griffis Law Firm LLC, providing legal and mediation services since 2019. This non-investment related activity takes nearly full-time.

Employment History
Current Registrations
Griffis Asset Management Company, LLC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.