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David Carl Gratke

GRATKE WEALTH, LLC·BEAVERTON, Oregon
Unclaimed Profile
1500 NW BETHANY BLVD, BEAVERTON, OR 97006CRD# 1451919Firm CRD# 145983
01

About

David Carl Gratke is a registered financial advisor based in BEAVERTON, Oregon, affiliated with GRATKE WEALTH, 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
Nonprofits & Foundations
03

Firm Overview

Firm
GRATKE WEALTH, LLC
GRATKE WEALTH, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GRATKE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1451919
Firm CRD# 145983
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Carl Gratke offer?
David Carl Gratke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are David Carl Gratke's credentials?
David Carl Gratke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Carl Gratke located?
David Carl Gratke is based in BEAVERTON, Oregon, working with GRATKE WEALTH, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does David Carl Gratke charge for services?
David Carl Gratke's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRATKE WEALTH, LLC?
GRATKE WEALTH, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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