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Building 2GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Map pinMONROE, LA
Phone318-322-7157
NotebookSEC #801-25887
Total AUM
$420.8M
Employees
4
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2401 TOWER DRIVE
MONROE
LA 71201
United States
Operating Hours
8AM-12PM & 1PM-5PM
Monday - Friday
Phone
318-322-7157

ReceiptFinancials

Total AUM
$420.8M
Accounts
349
Discretionary
$420.8M
Accounts
349
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$71.6M
HNW Individual Clients
114
AUM
$344.3M
Charitable Organization Clients
3
AUM
$1.3M
Corporation or Business Clients
3
AUM
$3.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
LATX

HandshakeAffiliates

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

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