Griffin Black, Inc.

Griffin Black, LLC is an investment advisory firm based in Redwood City, CA, established in 2005 by Jane Beule. The firm specializes in providing Holistic Wealth Management and Investment Management services to executives, professionals, entrepreneurs, retirees, and small business owners, with expertise in working with Silicon Valley tech and bio-tech professionals. Investment portfolios are tailored to individual client needs, focusing on financial goals, risk tolerance, and financial circumstances. The firm's fee structure for Holistic Wealth Management is based on total available investable assets, with no minimum portfolio size requirement. Investment Management services have a minimum portfolio size of $500,000. Griffin Black does not accept performance-based fees and does not have any disciplinary information. The firm does not vote proxies on behalf of clients and does not receive referral fees. Clients have full ownership rights to their securities and funds, with accounts held at third-party custodians. Griffin Black does not have custody of client funds, except for fee deduction purposes. The firm does not vote proxies on behalf of clients. Clients receive regular account statements and have access to an online Investment Portal for tracking their investments. Griffin Black does not have any financial disclosure items.