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| Keyboard |
| BB Graham & Company Inc
✚
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|
|---|---|
| CRD # | 41533 |
| SEC # | 801-106968 |
| CIK # | |
| AUM | 321.7 M (2026-03-23) |
| Employees | 32 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-628-5200 |
| Address | 1700 W Katella Ave Orange, CA 92867 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 79.2 |
| (b) Individuals (high net worth individuals) | 104 | 242.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 321.7 |
| By Discretionary | ||
| Discretionary | 231 | 176.6 |
| Non-Discretionary | 196 | 145.1 |
| Total | 427 | 321.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.7 | |
| Total | 427 | 321.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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Nicholson Wealth Management Group LLC
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Shum Financial Group Inc
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|
HF Advisory Group LLC
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|
Asset Preservation Group Inc
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|
Advisors Financial Inc
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|
Strategic Financial Partners Ltd
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|
Toomey Investment Management Inc
✚
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CT | 321.0 M |