GRIGG FINANCIAL, LLC

GRIGG FINANCIAL, LLC of TIMONIUM, MD is an SEC-registered investment adviser (CRD 304317). Regulatory assets under management: $64.3M.

Registration

• CRD: 304317
• Type: Registered investment adviser
• Location: 2401 YORK ROAD, TIMONIUM, MD, 21093
• Phone: 410-231-7040
• Latest filing: 2026-05-14
• Regulatory AUM: $64.3M
• Discretionary AUM: $64.3M
• Clients: 2
• Accounts: 294

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304317 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search