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Griffon Investment Advisors Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,400,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$680,000
About
Griffon Investment Advisors, Inc. provides discretionary portfolio management to individuals and a range of institutional‑type clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm manages equity, fixed‑income and balanced accounts and will provide limited‑scope advice or proxy voting services when clients request them.
The firm follows a generally long‑term investment horizon and uses individual stocks and bonds, exchange‑traded funds, REITs and CDs to construct portfolios. Its equity strategy combines quantitative screening with qualitative analysis of a company’s intellectual capital and applies socially responsible criteria, while its balanced strategy typically targets an approximate 60/40 equity‑to‑bond allocation with laddered investment‑grade bonds for the fixed‑income sleeve.
Griffon’s small, relationship‑oriented structure is notable for its acceptance of pension/profit‑sharing and other institutional mandates, a client mix that is uncommon among similarly situated firms. The firm also regularly coordinates with clients’ other advisors on trust and estate matters and, for institutional clients, may accept proxy‑voting discretion, reflecting a consultative approach to portfolio management.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Wealth management
Real estate investing
Fee options
$0 - $250,000: 1.0% $250,000 - $1,000,000: 0.65% $1,000,000+: 0.25% - 0.75% (negotiable)
Hourly fees for limited scope advice or professional analysis; no fixed fee schedule.
Account minimum: $100,000 Fee-only: Advisory fees based on percentage of assets under management, payable quarterly in arrears; no commissions charged.
Main office location
Griffon Investment Advisors Incorporated
100 West Big Beaver, Suite 200
Troy MI 48084, United States
Number of offices
1
Most active in
Griffon Investment Advisors Incorporated has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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