Grattan Financial Strategies, Inc.

Grattan Financial Strategies, Inc. (CRD# 108449) is a financial advisory firm headquartered in San Gabriel, CA. They manage $277,731,872 in 348 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8814 Huntington Drive, San Gabriel, CA 91775
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $798,080
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Grattan Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Georgene Grattan, financial advisor San Gabriel CA
Georgene M. Grattan
CRD#: 1085145
8814 Huntington Drive, San Gabriel, CA 91775

Georgene Grattan (CRD# 1085145) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 41 years of experience in the finance industry.

2
Daniel Grattan, financial advisor San Gabriel CA
Daniel V. Grattan
CRD#: 4284680
8814 Huntington Drive, San Gabriel, CA 91775

Daniel Grattan (CRD# 4284680) is an Investment Advisor Representative working at Grattan Financial Strategies, Inc. in San Gabriel, CA and has over 22 years of experience in the finance industry.

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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