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Karl H Graf

GRAF FINANCIAL ADVISORS, LLC·WAYNE, New Jersey
Clean recordGRAF FINANCIAL ADVISORS, LLC
1680 ROUTE 23, SUITE 110, WAYNE, NJ 07470CRD# 1888675Firm CRD# 124388

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karl H Graf · WAYNE, NJ
Registration
CRD #1888675 · GRAF FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karl H Graf is a registered financial advisor based in WAYNE, New Jersey, affiliated with GRAF FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRAF FINANCIAL ADVISORS, LLC
GRAF FINANCIAL ADVISORS, LLC
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1888675
Firm CRD# 124388
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karl H Graf offer?
Karl H Graf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, New Jersey for a consultation.
What are Karl H Graf's credentials?
Karl H Graf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl H Graf located?
Karl H Graf is based in WAYNE, New Jersey, working with GRAF FINANCIAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Karl H Graf charge for services?
Karl H Graf'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 GRAF FINANCIAL ADVISORS, LLC?
GRAF FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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