B.B. GRAHAM & COMPANY, INC.

1700 W. Katella Ave.
Orange, California 92867
Tel: (714) 628-5200

About B.B. GRAHAM & COMPANY, INC.

BB GRAHAM & COMPANY, INC, formally registered with the SEC as BB GRAHAM & COMPANY, INC. The firm was established in 12/03/2015. They have over 9 offices throughout the country.

B.B. GRAHAM & COMPANY, INC. is a Orange, California based Financial Planning firm with nearly $172,703,164 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	41533
SEC#	801-106968
Assets Managed by Firm	$172,703,164
No. of Clients	311
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	311	$172,703,164
Individuals (other than high net worth individuals)	247	$58,909,491
High net worth individuals	64	$113,793,673

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