Griphook Financial is a registered investment advisor based in Hamilton, New Jersey, founded in 2017 by Neimi Mousa and Richard Strauss. The firm specializes in directing clients to third-party investment advisors and managers, such as Raymond James, rather than directly managing portfolios or conducting individual security analysis. Clients give written authorization to have management fees withdrawn directly from their accounts by the third-party advisor. Griphook Financial does not participate in wrap fee programs, does not hold client funds, and does not exercise discretionary trading authority. In addition to investment advisor services, leadership maintains outside business activities in accounting through KSM Group CPAs and as licensed insurance agents, creating potential conflicts of interest regarding product recommendations. The firm serves individuals, high-net-worth individuals, charitable organizations, and corporations with no account minimum.
Fee Structure
Griphook Financial does not charge management fees directly. Instead, the firm connects you with third-party investment managers, such as Raymond James, who charge advisory fees. Griphook Financial receives a share of those fees—specifically, 50% of the advisory fee charged by Raymond James. Your third-party manager collects these fees quarterly in advance directly from your account. You are also responsible for any separate custodian, brokerage, or transaction fees charged by the platform holding your investments.