Grattan Financial Strategies, Inc.
● SEC registered since 1998CRD 108449SEC# 801-55656San Gabriel, CA
Reg. AUM
$352.8M
Employees
3
Accounts
558
Location
San Gabriel, CA
Grattan Financial Strategies, Inc. assets under management
Grattan Financial Strategies, Inc. is an investment advisory firm registered with the SEC based in San Gabriel, CA. The firm has been registered since 1998. It reports $352.8 million in regulatory assets under management and employs 3 people.
Grattan Financial Strategies, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Michael Grattan Control | Excutive V.p. | 25-50% | 2004 |
| Daniel Vincent Grattan Control | Chief Compliance Officer | 10-25% | 2005 |
| Georgene Marie Grattan Control | President | 50-75% | 1989 |
Frequently asked questions
How much does Grattan Financial Strategies, Inc. manage?
Grattan Financial Strategies, Inc. reports $352.8 million in regulatory assets under management on its Form ADV.
How many employees does Grattan Financial Strategies, Inc. have?
Grattan Financial Strategies, Inc. reports 3 employees.
Where is Grattan Financial Strategies, Inc. located?
Grattan Financial Strategies, Inc. is based in San Gabriel, CA and has been SEC-registered since 1998.
Does Grattan Financial Strategies, Inc. disclose fund performance?
Grattan Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8814 Huntington Drive, San Gabriel, CA 91775-1271 |
| Phone | 626-451-0840 |
| Fax | 626-451-0957 |
| Office hours | 8:00-1:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.8M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$352.8Mregulatory AUM
Discretionary $158MNon-discretionary $194.7M