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GRATTAN FINANCIAL STRATEGIES, INC.
CRD 108449 · SEC 801-55656
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA, 91775-1271, United States
Phone
626-451-0840
Fax
626-451-0957
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.8M
Discretionary AUM
$158.0M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $118.5M |
| High net worth individuals | 28 | $234.3M |
States served
CA
Official SEC filing: View on IAPD