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Gerald Jay Graves

FILIGREE WEALTH ADVISORS, LLC·IRVINE, California
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530 TECHNOLOGY DRIVE, IRVINE, CA 92618CRD# 1327639Firm CRD# 318729
01

About

Gerald Jay Graves is a registered financial advisor based in IRVINE, California, affiliated with FILIGREE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC
AUM
$179M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FILIGREE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1327639
Firm CRD# 318729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Jay Graves offer?
Gerald Jay Graves specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are Gerald Jay Graves's credentials?
Gerald Jay Graves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Jay Graves located?
Gerald Jay Graves is based in IRVINE, California, working with FILIGREE WEALTH ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Gerald Jay Graves charge for services?
Gerald Jay Graves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FILIGREE WEALTH ADVISORS, LLC?
FILIGREE WEALTH ADVISORS, LLC has approximately 3 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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