Griffin Black, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with particular experience working with Silicon Valley technology and bio‑tech professionals and clients who have cross‑border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, and provides advanced analyses for matters such as RSU strategies and executive compensation.
Investment programs are tailored to each client’s goals and risk profile, with portfolios typically diversified across mutual funds, ETFs, individual stocks and bonds, and, where appropriate, allocations to independent managers and private funds. Griffin Black provides consolidated reporting through an online Investment Portal and third‑party aggregation tools, actively manages cash sweep arrangements, and notes use of AI tools under a formal AI policy to support—rather than replace—advisor judgment.
Compared with many peers, the brochure discloses a number of atypical operational features: the firm uses client testimonials in its advertising, it maintains specific programs and procedures for cross‑border and international clients, and it offers a Pathfinder program aimed at helping younger clients scale into a holistic relationship. The brochure also highlights practices that deviate from some peers—such as including held‑away assets in fee calculations, providing charitable account management through donor‑advised fund arrangements, and formal controls around AI and cybersecurity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time setup fee for Holistic Wealth Management ranging from $1,500 to $5,000; Pathfinder program initial project fee of $2,500; Estate administration fees ranging from $2,500 to $5,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% (next $2,000,000) $3,000,001 - $6,000,000: 0.60% (next $3,000,000) $6,000,001+: 0.40% (remaining amount)
$350/hour for Principal, $200/hour for Financial Planner, $95/hour for Support/Clerical
Account minimum: $500,000 Minimum fee: Minimum annual fees for Holistic Wealth Management clients vary by age, ranging from $3,000 (age 20-29) up to $10,000 (age 60+); minimum fees for International clients also vary by age, starting at $4,000 (age 20-29) to $10,000 (age 60+).
Main office
702 Marshall Street, Suite 411
Redwood City CA 94063
Advisors at this office
4
Most active in
California · Texas · Washington
Also doing business as
Griffin Black, Inc. · Griffin Black, LLC · Jane Beule Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Soumyalakshmi P
CFP®, Series 66
Redwood City, CA
Griffin Black, LLC
Soumyalakshmi Parasuraman is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Griffin Black, LLC since 2025 and previously held roles at J.P. Morgan Wealth Management, Merrill Lynch, and Bank of America. Outside of her financial advisory work, her background includes entrepreneurial ventures with Ascendency Interlinks Pvt Ltd and Ennsignn Advisory Services Pvt Ltd. Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with experience assisting Silicon Valley technology and bio-tech professionals as well as clients with cross-border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, tailoring investment programs to clients’ goals and risk profiles.
Terrence P
CFP®, Series 65
Redwood City, CA
Griffin Black, LLC
Terrence Palazzolo is a CFP® with eight years of industry experience, currently serving at Griffin Black, LLC since 2020. His prior roles include positions at The Void, LLC, JLFranklin Wealth Planning, and Invest By Doing, LLC. Griffin Black, LLC provides wealth management, investment management, and financial planning services primarily to individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with specialized experience serving Silicon Valley technology and bio-tech clients as well as those with cross-border or international ties. The firm offers tailored investment programs, consolidated reporting, and employs AI tools to support advisor judgment.
Kyla S
Series 65
Redwood City, CA
Griffin Black, LLC
Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.
Jane B
CFP®, Series 65
Redwood City, CA
Griffin Black, LLC
Jane Beule is a CFP® professional with 20 years of experience in financial advising. She has been with Griffin Black, LLC since 2001. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets. The firm serves executives, professionals, entrepreneurs, retirees, and small-business owners, with expertise in working with Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. Their approach includes Holistic Wealth Management, Investment Management, ongoing financial planning, and specialized analysis for RSUs and executive compensation.
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