Grattan Financial Strategies, Inc.
Grattan Financial Strategies, Inc. (CRD# 108449) is a financial advisory firm headquartered in San Gabriel, CA. They manage $277,731,872 in 348 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Grattan Financial Strategies, Inc.
By the Numbers
-
Total Assets Under Management278MILLION
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Total Number of Accounts348ACCOUNTS
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Average Account Value$798,080
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Grattan Financial Strategies, Inc.
1
Georgene Grattan (CRD# 1085145) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 41 years of experience in the finance industry.
2
Daniel Grattan (CRD# 4284680) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 22 years of experience in the finance industry.
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