Overview
Assets Under Management: $317 million
Headquarters: SAN GABRIEL, CA
High-Net-Worth Clients: 32
Average Client Assets: $6 million
Frequently Asked Questions
GRATTAN FINANCIAL STRATEGIES, INC. 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 #108449), GRATTAN FINANCIAL STRATEGIES, INC. is subject to fiduciary duty under federal law.
GRATTAN FINANCIAL STRATEGIES, INC. is headquartered in SAN GABRIEL, CA.
GRATTAN FINANCIAL STRATEGIES, INC. serves 32 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, GRATTAN FINANCIAL STRATEGIES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
GRATTAN FINANCIAL STRATEGIES, INC. manages $317 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, GRATTAN FINANCIAL STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
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