Graf Financial, LLC
Graf Financial, LLC (CRD# 153441) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $75,706,797 in 188 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management76MILLION
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Total Number of Accounts188ACCOUNTS
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Average Account Value$402,696
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Graf Financial, LLC
1
Helen Graf (CRD# 1374761) is an Investment Advisor Representative working at Graf Financial, LLC in Baton Rouge, LA and has over 36 years of experience in the finance industry.
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