AdvisorOS Directory
Claim Profile
Unclaimed Profile
DG

Daniel Vincent Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
Clean recordGRATTAN FINANCIAL STRATEGIES, INC.
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 4284680Firm CRD# 108449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Vincent Grattan · SAN GABRIEL, CA
Registration
CRD #4284680 · GRATTAN FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Vincent 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
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

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# 4284680
Firm CRD# 108449
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
05

Frequently Asked Questions

What services does Daniel Vincent Grattan offer?
Daniel Vincent Grattan specializes in Financial Planning, Investment Management. Contact their office in SAN GABRIEL, California for a consultation.
What are Daniel Vincent Grattan's credentials?
Daniel Vincent Grattan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Vincent Grattan located?
Daniel Vincent 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 Daniel Vincent Grattan charge for services?
Daniel Vincent 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 at GRATTAN FINANCIAL STRATEGIES, INC.

Chris Michael Grattan
SAN GABRIEL, CA
Georgene Marie Grattan
SAN GABRIEL, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile