Overview
Assets Under Management: $205 million
Headquarters: SHELBY, NC
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 110592
Last Filing Date: 2025-02-03 00:00:00
Website: https://graggfinancial.com