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Building 2GRATTAN FINANCIAL STRATEGIES, INC.

Map pinSAN GABRIEL, CA
Phone626-451-0840
NotebookSEC #801-55656
Total AUM
$352.8M
Employees
3
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8814 HUNTINGTON DRIVE
SAN GABRIEL
CA 91775-1271
United States
Operating Hours
8:00-1:00
Monday - Friday
Phone
626-451-0840

ReceiptFinancials

Total AUM
$352.8M
Accounts
558
Discretionary
$158M
Accounts
526
Non-Discretionary
$194.7M
Accounts
32

ContactClients

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Individual Clients
285
AUM
$118.5M
HNW Individual Clients
28
AUM
$234.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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