Adviser Profile
| As of Date | 03/27/2024 |
| Registration status | Registration Changed to TWIN GRYPHON ADVISORS LLC |
| ADV Location | MARSHFIELD, MA, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 74,731,809 |
| of that, discretionary | 55,314,150 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 711,732 |
| % High Net Worth | 47.62% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1