Home
›
Firms
›
GRACIAN CAPITAL LLC
GRACIAN CAPITAL LLC
SAN DIEGO, California
·
2 registered advisors
·
CRD# 165698
SEC# 801-107530
0
858-832-1977
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at GRACIAN CAPITAL LLC
2 registered advisors
Thomas Louis Heidecker
SAN DIEGO, California
CRD# 6424223
Zachary Austin Shannon
SAN DIEGO, California
CRD# 6932884
05
Office Locations
SAN DIEGO, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. GRACIAN CAPITAL LLC (CRD# 165698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.