B.b. Graham & Company, Inc.
B.b. Graham & Company, Inc. (CRD# 41533) is a financial advisory firm headquartered in Orange, CA. They manage $172,703,164 in 311 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts311ACCOUNTS
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Average Account Value$555,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI, WY
John Bettfreund (CRD# 1448436) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has 1 year of experience in the finance industry.
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.
Douglas Callen (CRD# 2133945) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 27 years of experience in the finance industry.
Thomas Eveslage (CRD# 2095194) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Austin, TX and has over 33 years of experience in the finance industry.
Marie Godinez (CRD# 3020086) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 25 years of experience in the finance industry.
Bruce Graham (CRD# 2563258) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 29 years of experience in the finance industry.
Matt Maberry (CRD# 1907099) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Alton, IL and has over 34 years of experience in the finance industry.
John Marshall (CRD# 860188) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 39 years of experience in the finance industry.
Damien Morales (CRD# 4727591) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 20 years of experience in the finance industry.
Robert North (CRD# 5354527) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 16 years of experience in the finance industry.