W. S. Griffith & Co., Inc. is a large advisory firm based in East Hartford. It manages $125 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 43 other states.
W. S. Griffith & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of W. S. Griffith & Co., Inc. is $125 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay W. S. Griffith & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Edward Primmer has been acting as President since 1 Feb 1998. Matthew David Verdi joined the executive team most recently as the Vice President.
The principal office where W. S. Griffith & Co., Inc. performs its advisory services is located at 111 Founders Plaza, East Hartford, CT 06108, which is also the mailing address of the firm. An additional office of the firm is in East Hanover, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-403-3453 or by fax 860-403-3722. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wsgriffith.com.