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Steven Conway Graham

GRAHAM PARTNERS, INC.·NEWTOWN SQUARE, Pennsylvania
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3811 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073-2325CRD# 5915419Firm CRD# 157049
01

About

Steven Conway Graham is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with GRAHAM PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at GRAHAM PARTNERS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5915419
Firm CRD# 157049
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Conway Graham offer?
Steven Conway Graham specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Steven Conway Graham's credentials?
Steven Conway Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Conway Graham located?
Steven Conway Graham is based in NEWTOWN SQUARE, Pennsylvania, working with GRAHAM PARTNERS, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Steven Conway Graham charge for services?
Steven Conway Graham's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAHAM PARTNERS, INC.?
GRAHAM PARTNERS, INC. has approximately 78 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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