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GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD 104612 · SEC 801-25887
2401 TOWER DRIVE, MONROE, LA, 71201, United States
Phone
318-322-7157
Fax
318-325-2067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$420.8M
Discretionary AUM
$420.8M
Team
4 total employees; 4 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $71.6M |
| High net worth individuals | 114 | $344.3M |
| Charitable organizations | 3 | $1.3M |
| Corporations/business entities | 3 | $3.6M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD