Griffin
Barash

Woodbury Financial Services, Inc

CRD#5155858
Investment Advisor
in Mill Valley, CA

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About this Advisor

Griffin Barash is a financial advisor operating out of Mill Valley, California with a total of 10 years of industry experience. Barash is an employee of Woodbury Financial Services, Inc. They have spent their entire time as a financial advisor at Woodbury Financial Services, Inc. Barash has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in California and Texas. Woodbury Financial Services, Inc is an advisory company headquartered in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It handles $19 billion in assets under management across its 101,950 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 184 charitable organizations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. Woodbury Financial Services, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Belvedere Place Suite 200
Mill Valley, CA 94941

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

CA Average: $5,289,111,388
Total Number of Employees

3,002

CA Average: 157
Total Number of Accounts

101,950

CA Average: 8,262
Average Account Size

$189,097

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Griffin Barash Work History

Griffin has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Woodbury Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Griffin Barash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Kimberly Sartor
Center, TX
Denise Badgerow
Thibodaux, LA
Robert Lackey
Germantown, TN
Andrew Mccarville
Fort Dodge, IA
Gregory Casper
Sheboygan, WI
Christopher Simon
Mount Joy, PA
Gary Kostowski
Claremont, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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