Dakota
Dakota
Book a Demo
Talk to an Expert

Griffin Black, LLC

EST. AUM
$355,515,601

CONTACTS

CLIENT ACCOUNTS
698

Firm Details

Metro area San Francisco
CRD Number 134684
Website griffinblack.com
Client types

Overview

Griffin Black, LLC is an SEC-registered investment advisory firm based in Redwood City, California. It provides fee-only investment management, comprehensive financial planning, and retirement planning services. Its clients include individuals, families, trusts, and estates. The firm also serves executives, entrepreneurs, small business owners, and clients with cross-border financial planning needs. Its discretionary investment management service allows advisers to monitor portfolios and implement investment decisions based on client objectives. Financial planning services cover taxes, cash flow, insurance, estate planning, and retirement readiness.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy