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GRATKE WEALTH, LLC
GRATKE WEALTH, LLC
BEAVERTON, Oregon
·
1 registered advisor
·
CRD# 145983
SEC# 801-68835
888-970-8987
01
Firm Overview
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GRATKE WEALTH, LLC
1 registered advisor
David Carl Gratke
BEAVERTON, Oregon
CRD# 1451919
05
Office Locations
BEAVERTON, Oregon
1 advisor
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Data sourced from SEC Form ADV filings. GRATKE WEALTH, LLC (CRD# 145983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.