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Building 2GRAGG & GRAGG, LLP

Map pinSHELBY, NC
Phone704-482-2001
NotebookSEC #801-118347
Total AUM
$109.3M
Employees
8
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NINE EAST MARION STREET
SHELBY
NC 28150
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
704-482-2001

ReceiptFinancials

Total AUM
$109.3M
Accounts
165
Discretionary
$109.3M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$42M
HNW Individual Clients
33
AUM
$45.5M
Pension/Profit Sharing Plan Clients
8
AUM
$8.7M
Charitable Organization Clients
1
AUM
$13.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

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

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