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Building 2GRAGG FINANCIAL

Map pinSHELBY, NC
Phone704-482-2001
NotebookSEC #801-119435
Total AUM
$215.4M
Employees
12
Clients
327

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
$215.4M
Accounts
475
Discretionary
$215.4M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$49.1M
HNW Individual Clients
55
AUM
$108.7M
Pension/Profit Sharing Plan Clients
10
AUM
$24.4M
Charitable Organization Clients
6
AUM
$32M
Corporation or Business Clients
1
AUM
$1.2M

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
FLNCSC

HandshakeAffiliates

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

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