RIA Intel›Advisers›Florida›W.A. GRIFFIN FINANCIAL SERVICES INC.

W.A. GRIFFIN FINANCIAL SERVICES INC.

Advisory

FL

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in FL

#2,091

of 2,610 advisers by AUM

Average account

$218K

across 67 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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