GRIFFITH & WERNER, INC.
CRD #136380 SEC #801-117889 CANTON, GA 678-901-4167
SEC Registered
Total AUM
$195.2M
Discretionary
$195.2M
Employees
4
Clients
11
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $195.2M | $195.2M | $0 | 4 | 10 |
| Mar 2025 | $195.2M | $195.2M | $0 | 4 | 10 |
| Mar 2024 | $140.2M | $140.2M | $0 | 3 | 10 |
| Mar 2023 | $130.5M | $130.5M | $0 | 3 | 10 |
| Jul 2022 | $136.7M | $135.3M | $1.4M | 3 | 18 |
| Mar 2022 | $136.7M | $135.3M | $1.4M | 3 | 18 |
| Mar 2021 | $132.2M | $131M | $1.2M | 3 | 0 |
| Feb 2021 | $129.6M | $128.3M | $1.3M | 3 | 0 |
| Jun 2020 | $129.6M | $128.3M | $1.3M | 3 | 0 |
| Mar 2020 | $129.6M | $128.3M | $1.3M | 3 | 0 |
| Dec 2019 | $128.7M | $127.4M | $1.3M | 3 | 0 |
| May 2012 | $43.5M | $27.8M | $15.7M | 1 | 26 |
| Mar 2012 | $43.5M | $27.8M | $15.7M | 1 | 26 |
| Mar 2009 | $34.4M | $21.9M | $12.5M | 5 | -- |
| Dec 2007 | $26.5M | $26.5M | $0 | 5 | -- |
DateSep 2025
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees4
Clients10
DateMar 2025
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees4
Clients10
DateMar 2024
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees3
Clients10
DateMar 2023
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients10
DateJul 2022
Total AUM$136.7M
Discretionary$135.3M
Non-Disc.$1.4M
Employees3
Clients18
DateMar 2022
Total AUM$136.7M
Discretionary$135.3M
Non-Disc.$1.4M
Employees3
Clients18
DateMar 2021
Total AUM$132.2M
Discretionary$131M
Non-Disc.$1.2M
Employees3
Clients0
DateFeb 2021
Total AUM$129.6M
Discretionary$128.3M
Non-Disc.$1.3M
Employees3
Clients0
DateJun 2020
Total AUM$129.6M
Discretionary$128.3M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2020
Total AUM$129.6M
Discretionary$128.3M
Non-Disc.$1.3M
Employees3
Clients0
DateDec 2019
Total AUM$128.7M
Discretionary$127.4M
Non-Disc.$1.3M
Employees3
Clients0
DateMay 2012
Total AUM$43.5M
Discretionary$27.8M
Non-Disc.$15.7M
Employees1
Clients26
DateMar 2012
Total AUM$43.5M
Discretionary$27.8M
Non-Disc.$15.7M
Employees1
Clients26
DateMar 2009
Total AUM$34.4M
Discretionary$21.9M
Non-Disc.$12.5M
Employees5
Clients--
DateDec 2007
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--