Grattan Financial Strategies, Inc.
Grattan Financial Strategies, Inc. (CRD# 108449) is a financial advisory firm headquartered in San Gabriel, CA. They manage $219,541,714 in 957 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management220MILLION
Total Number of Accounts957ACCOUNTS
Average Account Value$229,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Georgene Grattan (CRD# 1085145) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 35 years of experience in the finance industry.