GRACIAN CAPITAL LLC

SOLANA BEACH, California·3 registered advisors·CRD# 328687
SEC# 801-1290230858-832-1977
01

Firm Overview

AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GRACIAN CAPITAL LLC

3 registered advisors
Ahmad Surosh Rashidi
SOLANA BEACH, California
Katherine Rose Lock
SOLANA BEACH, California
Matthew Robert Kliber
SOLANA BEACH, California
05

Office Locations

SOLANA BEACH, California
3 advisors

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Data sourced from SEC Form ADV filings. GRACIAN CAPITAL LLC (CRD# 328687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.