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TWIN GRYPHON ADVISORS LLC
CRD 297264 · SEC 801-129993
892 PLAIN STREET, SUITE 3A, MARSHFIELD, MA, 02050, United States
Phone
(781) 319-0098
Fax
(781) 834-4149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.5M
Discretionary AUM
$96.1M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.0M |
| High net worth individuals | 27 | $85.1M |
| Pooled investment vehicles | 1 | $5.0M |
| Pension/profit sharing plans | 5 | $30.0M |
States served
MA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD