Graham, Bordelon, Golson & Gilbert, Inc.
Graham, Bordelon, Golson & Gilbert, Inc. is an SEC-registered wealth manager in Monroe, LA with $420.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Graham, Bordelon, Golson & Gilbert, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104612, SEC 801-25887, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $420.8M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Monroe, LA
- Employees
- 4
- Clients
- 207
- CRD
- 104612
- Ownership
- GOLSON, JEFFREY, KEY; BORDELON, RICHARD, EDWIN; HANKS, WILLIAM, B; GILBERT, MICHEAL, BRUCE; PESNELL, GARY, L.
How much AUM does Graham, Bordelon, Golson & Gilbert, Inc. have?
Graham, Bordelon, Golson & Gilbert, Inc. reported $420.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Graham, Bordelon, Golson & Gilbert, Inc.?
Disclosed owners and executives of Graham, Bordelon, Golson & Gilbert, Inc. include GOLSON, JEFFREY, KEY, BORDELON, RICHARD, EDWIN, HANKS, WILLIAM, B, GILBERT, MICHEAL, BRUCE, PESNELL, GARY, L.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.