Graham Investment Management, Inc.

Graham Investment Management, Inc. (CRD# 141184) is a financial advisory firm headquartered in San Diego, CA. They manage $5,704,545 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $64,096
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Graham Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Ian A. Lucas
CRD#: 5213979
8666 Commerce Ave, San Diego, CA 92121
93
Wealthminder
score

Ian Lucas (CRD# 5213979) is an Investment Advisor Representative working at Graham Investment Management, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

2
Christopher J. Mendoza
CRD#: 5213966
8666 Commerce Ave, San Diego, CA 92121
93
Wealthminder
score

Christopher Mendoza (CRD# 5213966) is an Investment Advisor Representative working at Graham Investment Management, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

3
Carey C. Pott
CRD#: 5582424
9865 Businesspark Ave, Suite D, San Diego, CA 92131
93
Wealthminder
score

Carey Pott (CRD# 5582424) is an Investment Advisor Representative working at Graham Investment Management, Inc. in San Diego, CA and has over 8 years of experience in the finance industry.

4
Kevin N. Walda
CRD#: 5836586
9865 Businesspark Ave, Suite D, San Diego, CA 92131
93
Wealthminder
score

Kevin Walda (CRD# 5836586) is an Investment Advisor Representative working at Graham Investment Management, Inc. in San Diego, CA and has over 7 years of experience in the finance industry.

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