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Building 2B.B. GRAHAM & COMPANY, INC.

Map pinORANGE, CA
Phone(714) 628-5200
NotebookSEC #801-106968
Total AUM
$321.7M
Employees
32
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 W. KATELLA AVE.
ORANGE
CA 92867
United States
Operating Hours
6:30AM TO 2:30PM
Monday - Friday
Phone
(714) 628-5200
Other Offices
10

ReceiptFinancials

Total AUM
$321.7M
Accounts
427
Discretionary
$176.6M
Accounts
231
Non-Discretionary
$145.1M
Accounts
196

ContactClients

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Individual Clients
323
AUM
$79.2M
HNW Individual Clients
104
AUM
$242.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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