AG
Arik B. Griffin
INCOME FOCUS PORTFOLIO MANAGEMENT
Jackson, WY 83001
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CRD#: 7162737
AG
Professional summary
Arik B. Griffin is a registered financial advisor currently at INCOME FOCUS PORTFOLIO MANAGEMENT located in Jackson, Wyoming.
Arik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Arik has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Vertical Harvest, LLC; not investment-related; 155 W. Simpson Ave, Jackson, WY 83001; a Hydroponic Greenhouse; Chief Financial Officer; start date: 06/2016; the approximate number of hours per month you devote to the other business: 160; the number of hours you devote to the other business during securities trading hours: 130; Duties: Preparation of financial reporting documents for investors and oversight of budgets and cash flow projections.
CRS (Client Relationship Summary) - RIA
Click below to view Arik B. Griffin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 2020 - Present
INCOME FOCUS PORTFOLIO MANAGEMENT
Office #1: 1110 Maple Way, Jackson, WY 83001RIA
CRD#: 165477
Jackson, WY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INCOME FOCUS PORTFOLIO MANAGEMENT
INCOME FOCUS PORTFOLIO MANAGEMENT | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
CRD#: 165477 / SEC#: 801-77168
RIA
Registered Investment Advisory firm - (10/9/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wyoming(2/10/2020)
Current Firm
IF
INCOME FOCUS PORTFOLIO MANAGEMENT
INCOME FOCUS PORTFOLIO MANAGEMENT | INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
CRD#: 165477 / SEC#: 801-77168
RIA
Registered Investment Advisory firm - (10/9/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 Maple Way, Jackson, WY 83001
Mailing Address
Po Box 7376, Jackson, WY 83002-7376
Phone number
(307) 733-5100
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 272 |
| AUM (Assets Under Management) | $ 334,115,686 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INCOME FOCUS PORTFOLIO MANAGEMENT
CRD#: 165477Jackson, WY 83001TRUST BUT VERIFY
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