AdvisorOS Directory
Claim Profile
CG

Chris Michael Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
Unclaimed Profile
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 2903668Firm CRD# 108449
01

About

Chris Michael Grattan is a registered financial advisor based in SAN GABRIEL, California, affiliated with GRATTAN FINANCIAL STRATEGIES, 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
GRATTAN FINANCIAL STRATEGIES, INC.
GRATTAN FINANCIAL STRATEGIES, INC.
AUM
$278M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GRATTAN FINANCIAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 2903668
Firm CRD# 108449
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN GABRIEL?

Browse all registered financial advisors in SAN GABRIEL, California or claim this profile if it's yours.

Browse SAN GABRIEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chris Michael Grattan offer?
Chris Michael Grattan specializes in Financial Planning, Investment Management. Contact their office in SAN GABRIEL, California for a consultation.
What are Chris Michael Grattan's credentials?
Chris Michael Grattan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris Michael Grattan located?
Chris Michael Grattan is based in SAN GABRIEL, California, working with GRATTAN FINANCIAL STRATEGIES, INC.. Their office serves clients in the SAN GABRIEL metropolitan area and surrounding communities.
How does Chris Michael Grattan charge for services?
Chris Michael Grattan's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRATTAN FINANCIAL STRATEGIES, INC.?
GRATTAN FINANCIAL STRATEGIES, INC. has approximately 3 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN GABRIEL
Georgene Marie Grattan — GRATTAN FINANCIAL STRATEGIES, INC.Daniel Vincent Grattan — GRATTAN FINANCIAL STRATEGIES, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile