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).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $229,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Grattan Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Georgene M. Grattan
CRD#: 1085145
8814 Huntington Drive, San Gabriel, CA 91775
63
Wealthminder
score

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.

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