Gragg Financial

Gragg Financial (CRD# 110592) is a financial advisory firm headquartered in Shelby, NC. They manage $181,871,071 in 424 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Nine East Marion Street, Shelby, NC 28150
https://www.graggfinancial.com
By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $428,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Gragg Financial
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals