GRATTAN FINANCIAL STRATEGIES, INC.

SAN GABRIEL, California·3 registered advisors·CRD# 108449
SEC# 801-556560626-451-0840
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GRATTAN FINANCIAL STRATEGIES, INC.

3 registered advisors
Chris Michael Grattan
SAN GABRIEL, California
Daniel Vincent Grattan
SAN GABRIEL, California
Georgene Marie Grattan
SAN GABRIEL, California
05

Office Locations

SAN GABRIEL, California
3 advisors

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Data sourced from SEC Form ADV filings. GRATTAN FINANCIAL STRATEGIES, INC. (CRD# 108449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.