Grattan Financial Strategies, Inc.
Grattan Financial Strategies, Inc. is an SEC-registered wealth manager in San Gabriel, CA with $352.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Grattan Financial Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108449, SEC 801-55656, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $352.8M (2026-01-07)
- Firm type
- Wealth Manager
- Location
- San Gabriel, CA
- Employees
- 3
- Clients
- 313
- CRD
- 108449
- Ownership
- GRATTAN, GEORGENE, MARIE; GRATTAN, DANIEL, VINCENT; GRATTAN, CHRIS, MICHAEL
How much AUM does Grattan Financial Strategies, Inc. have?
Grattan Financial Strategies, Inc. reported $352.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Grattan Financial Strategies, Inc.?
Disclosed owners and executives of Grattan Financial Strategies, Inc. include GRATTAN, GEORGENE, MARIE, GRATTAN, DANIEL, VINCENT, GRATTAN, CHRIS, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.