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Georgene Marie Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
Clean recordGRATTAN FINANCIAL STRATEGIES, INC.
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 1085145Firm CRD# 108449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Georgene Marie Grattan · SAN GABRIEL, CA
Registration
CRD #1085145 · GRATTAN FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Georgene Marie 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

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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)
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Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 1085145
Firm CRD# 108449
View on FINRA BrokerCheck →

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Frequently Asked Questions

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

Chris Michael Grattan
SAN GABRIEL, CA
Daniel Vincent Grattan
SAN GABRIEL, CA

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Research
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