Overview
Assets Under Management: $317 million
Headquarters: SAN GABRIEL, CA
High-Net-Worth Clients: 32
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.70
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 605
Discretionary Accounts: 577
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 108449
Last Filing Date: 2025-01-06 00:00:00
Website: https://bbgrahamco.com