Griffis Residential Investment Advisor is a large advisory firm based in Greenwood Village. It manages $1.03 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Colorado.
Griffis Residential Investment Advisor provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Griffis Residential Investment Advisor is $1.03 billion. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Griffis Residential Investment Advisor for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Griffis Residential Investment Advisor is pooled investment vehicles with 29 clients and $1.03 billion of assets under management. Among the 10 most similar advisory firms, Griffis Residential Investment Advisor has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.03 billion for 29 clients. None of the firm’s clients are foreign persons or businesses.
Griffis Residential Investment Advisor also advises several private funds. Namely, thirteen real estate funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $500,000.
The company employs 23 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Griffis Residential Investment Advisor performs its advisory services is located at 6400 S. Fiddler's Green Circle, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303- 268-2121 or by fax 720-524-5700. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at griffisresidential.com.