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R. HILLES GRAHAM
GRAHAM, RICHARD HILLES
CRD 116815
725 FIFTEENTH STREET, N.W., SUITE 604, WASHINGTON, DC, 20005, United States
Phone
202.347.0032
Fax
202.347.0032
Registration
— (—)
Source
State registered
Total AUM
$19.7M
Discretionary AUM
$11.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)GENERAL FINANCIAL, ESTATE, RETIREMENT & TAX CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $11.0M |
Official SEC filing: View on IAPD