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 14 offices throughout the country.

B.B. GRAHAM & COMPANY, INC. is a Orange, California based Financial Planning firm with nearly $219,658,899 assets under management, offering retirement planning & investment advisory services to 631 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	41533
SEC#	801-106968
Assets Managed by Firm	$219,658,899
No. of Clients	631
No. of Advisors	29

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	631	$219,658,899
Individuals (other than high net worth individuals)	563	$113,592,633
High net worth individuals	68	$106,066,266

Inquire with B.B. GRAHAM & COMPANY, INC.

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