GRIFFIN ASSET MANAGEMENT, LLC
C41
CRD 104548·SEC 801-7495·NEW YORK, NY
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $707.2M
'21 · $821.5M
'22 · $853.6M
'23 · $945.3M
'25 · $969.7M
'26 · $1.05B
'20'26
$707.2M → $1.05B▲ +49%
Client mix
| Individuals High Net Worth | 612 |
| Other Investment Advisers | 59 |
| Charitable Organizations | 12 |
| Pension Profit Sharing Plans | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
7 advisors → 4 advisors▼ -43%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-02-182020-02-18 · 0001711574-20-000001
2018-07-102018-07-10 · 0001711578-18-000002
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
403 SOUTH LA GRANGE ROADLA GRANGE, IL 60525
Business
403 SOUTH LA GRANGE ROADLA GRANGE, IL 60525
Edgar Recent Filings
D/A2020-02-18 · 0001711574-20-000001
D/A2018-07-10 · 0001711578-18-000002