Overview
Assets Under Management: $205 million
Headquarters: SHELBY, NC
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
GRAGG & GRAGG, L.L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110592), GRAGG & GRAGG, L.L.P. is subject to fiduciary duty under federal law.
GRAGG & GRAGG, L.L.P. is headquartered in SHELBY, NC.
GRAGG & GRAGG, L.L.P. serves 56 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, GRAGG & GRAGG, L.L.P. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
GRAGG & GRAGG, L.L.P. manages $205 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, GRAGG & GRAGG, L.L.P. serves high-net-worth individuals. View client details ↓
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