Be advised. This firm is no longer registered.

Graham Investment Management, Inc.

Graham Investment Management, Inc. (CRD# 141184) is a financial advisory firm headquartered in San Diego, CA. They manage $3,194,626 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9865 Businesspark Ave, Suite D, San Diego, CA 92131
http://www.lucasmendozawealth.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,064,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Graham Investment Management, Inc.
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.

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