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GRAF FINANCIAL, L.L.C.
CRD 153441
2161 QUAIL RUN DRIVE, SUITE C, BATON ROUGE, LA, 70808, United States
Phone
225-223-6048
Fax
225-223-6514
Registration
— (—)
Source
State registered
Total AUM
$80.3M
Discretionary AUM
$79.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIABLE FEES
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsCONSULTING / PORTFOLIO ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $26.3M |
| High net worth individuals | 20 | $53.4M |
| Charitable organizations | 1 | $591K |
All web addresses on file
Official SEC filing: View on IAPD