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⚲
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| Grattan Financial Strategies Inc
✚
| |
|---|---|
| CRD # | 108449 |
| SEC # | 801-55656 |
| CIK # | |
| AUM | $277.7 MM (2024-01-08) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 626-451-0840 |
| Address | 8814 Huntington Drive San Gabriel, CA 91775-1271 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 348 | 103.2 |
| (b) Individuals (high net worth individuals) | 27 | 174.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 277.7 |
| By Discretionary | ||
| Discretionary | 314 | 133.0 |
| Non-Discretionary | 34 | 144.7 |
| Total | 348 | 277.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.7 | |
| Total | 348 | 277.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Reframe Wealth LLC
✚
|
VA | 0.3 |
|
CODE Waechter LLC
✚
|
FL | 0.3 |
|
Saltmarsh Financial Advisors LLC
✚
|
FL | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.3 |
|
Epic Trust Investment Advisors LLC
✚
|
WA | 0.3 |
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 0.3 |
|
Forza Wealth Management LLC
✚
|
FL | 0.3 |
|
Zanetti Financial LLC
✚
|
NM | 0.3 |