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TWIN GRYPHON ADVISORS LLC

MARSHFIELD, MA · CRD 297264 · IAPD ↗ · (781) 319-0098

$126.5MRegulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
November 2024 — TWIN GRYPHON ADVISORS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — TWIN GRYPHON ADVISORS LLC (MARSHFIELD, MA) is newly SEC-registered with $107.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.