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John Wayne Jr Bettfreund

B.B. GRAHAM & COMPANY, INC.·ORANGE, California
Unclaimed Profile
1700 W. KATELLA AVE., ORANGE, CA 92867CRD# 1448436Firm CRD# 41533
01

About

John Wayne Jr Bettfreund is a registered financial advisor based in ORANGE, California, affiliated with B.B. GRAHAM & COMPANY, INC.. 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
B.B. GRAHAM & COMPANY, INC.
B.B. GRAHAM & COMPANY, INC.
AUM
$173M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at B.B. GRAHAM & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1448436
Firm CRD# 41533
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Wayne Jr Bettfreund offer?
John Wayne Jr Bettfreund specializes in Financial Planning, Investment Management. Contact their office in ORANGE, California for a consultation.
What are John Wayne Jr Bettfreund's credentials?
John Wayne Jr Bettfreund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Wayne Jr Bettfreund located?
John Wayne Jr Bettfreund is based in ORANGE, California, working with B.B. GRAHAM & COMPANY, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does John Wayne Jr Bettfreund charge for services?
John Wayne Jr Bettfreund'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 B.B. GRAHAM & COMPANY, INC.?
B.B. GRAHAM & COMPANY, INC. has approximately 27 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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