Jeffrey R Lagusch

CFP

Gryphon Financial Partners

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners

Gryphon Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

941 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$2.0B

Fee Structure

Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Jeffrey is a member of Gryphon Normandy Manager, LLC (GNM), an investment-related business, since 2019, dedicating minimal time. He is also a member of Greendale Cabin LLC, a property rental business, since 2020, spending minimal time on it.