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Griffith & Werner, Inc.

● SEC registered since 2020CRD 136380SEC# 801-117889Canton, GA
Export (members)
Reg. AUM
$195.2M
Employees
4
Accounts
402
Location
Canton, GA

Griffith & Werner, Inc. assets under management

Griffith & Werner, Inc. is an SEC-registered investment adviser based in Canton, GA. The firm has been registered since 2020. It reports $195.2 million in regulatory assets under management and employs 4 people.
www.griffith-werner.comView on SEC.gov ↗

Griffith & Werner, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gregory Scott Phelps ControlPresident & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Griffith & Werner, Inc. manage?

Griffith & Werner, Inc. reports $195.2 million in regulatory assets under management on its Form ADV.

How many employees does Griffith & Werner, Inc. have?

Griffith & Werner, Inc. reports 4 employees.

Where is Griffith & Werner, Inc. located?

Griffith & Werner, Inc. is based in Canton, GA and has been SEC-registered since 2020.

Does Griffith & Werner, Inc. disclose fund performance?

Griffith & Werner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Mountain Brook Drive, Suite 208, Canton, GA 30115
Phone678-901-4167
Fax678-493-7854
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195.2M
Non-discretionary$0
Total (RAUM)$195.2M