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| Happy Holidays!! thanks for using AUM13F!! |
| Grattan Financial Strategies Inc
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|---|---|
| CRD # | 108449 |
| SEC # | 801-55656 |
| CIK # | |
| AUM | $317.4 M (2025-01-06) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 626-451-0840 |
| Address | 8814 Huntington Drive San Gabriel, CA 91775-1271 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 112.0 |
| (b) Individuals (high net worth individuals) | 32 | 205.3 |
| (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 | 605 | 317.4 |
| By Discretionary | ||
| Discretionary | 577 | 149.9 |
| Non-Discretionary | 28 | 167.5 |
| Total | 605 | 317.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.4 | |
| Total | 605 | 317.4 |
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|---|---|---|
|
Alden Investment Advisors LLC
✚
|
PA | 0.3 |
|
Saltmarsh Financial Advisors LLC
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FL | 0.3 |
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Rooted Wealth Advisors Inc
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|
Sara-Bay Financial Corp
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FL | 0.3 |
|
GKV Capital Management Co Inc
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|
CA | 0.3 |
|
Canopy 360 Wealth LLC
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|
FL | 0.3 |
|
Long Road Investment Counsel LLC
✚
|
MI | 0.3 |
|
Alcyon Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Slagle Financial LLC
✚
|
IL | 0.3 |