GRAHAM PARTNERS, INC.

NEWTOWN SQUARE, Pennsylvania·14 registered advisors·CRD# 157049
SEC# 801-738440610-408-0500
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
78
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at GRAHAM PARTNERS, INC.

14 registered advisors
Adam Bertetto Piatkowski
NEWTOWN SQUARE, Pennsylvania
Andrew Rhoads Snyder
NEWTOWN SQUARE, Pennsylvania
Anthony Joseph Folino Iii
NEWTOWN SQUARE, Pennsylvania
Christina Weeks Morin
NEWTOWN SQUARE, Pennsylvania
Christopher Andrew Lawler
NEWTOWN SQUARE, Pennsylvania
Daniel Stephen Kurtz
NEWTOWN SQUARE, Pennsylvania
Dennis Aaron Dunegan
NEWTOWN SQUARE, Pennsylvania
Joseph Charles Heinmiller
NEWTOWN SQUARE, Pennsylvania
Joseph Gerard May
NEWTOWN SQUARE, Pennsylvania
Joshua Matthew Wilson
NEWTOWN SQUARE, Pennsylvania
Robert Adrian Newbold
NEWTOWN SQUARE, Pennsylvania
Steven Conway Graham
NEWTOWN SQUARE, Pennsylvania
William Bledsoe Timmerman
NEWTOWN SQUARE, Pennsylvania
William Paul Mckee Jr.
NEWTOWN SQUARE, Pennsylvania
05

Office Locations

NEWTOWN SQUARE, Pennsylvania
14 advisors

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Data sourced from SEC Form ADV filings. GRAHAM PARTNERS, INC. (CRD# 157049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.