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GRAHAM & CO. ADVISORY, INC.
CRD 123539
1700 WEST KATELLA AVENUE, SECOND FLOOR, ORANGE, CA, 92867-3415, United States
Phone
(714) 628-5200
Fax
(714) 516-3340
Registration
— (—)
Source
State registered
Total AUM
$21.4M
Discretionary AUM
$21.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.4M |
| High net worth individuals | 3 | $18.1M |
Official SEC filing: View on IAPD