B.b. Graham & Company, Inc.
B.b. Graham & Company, Inc. is an SEC-registered mass-market adviser in Orange, CA with $321.7M assets under management (AUM, regulatory AUM), +64% over one year. See who owns B.b. Graham & Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 41533, SEC 801-106968, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $321.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Orange, CA
- Employees
- 32
- Clients
- 427
- CRD
- 41533
- Ownership
- GODINEZ, MARIE ELIZABETH; BETTFREUND, JOHN WAYNE JR; GRAHAM, BRUCE EDWIN; CALLEN, DOUGLAS BRAD
How much AUM does B.b. Graham & Company, Inc. have?
B.b. Graham & Company, Inc. reported $321.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns B.b. Graham & Company, Inc.?
Disclosed owners and executives of B.b. Graham & Company, Inc. include GODINEZ, MARIE ELIZABETH, BETTFREUND, JOHN WAYNE JR, GRAHAM, BRUCE EDWIN, CALLEN, DOUGLAS BRAD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.