GRATTAN FINANCIAL STRATEGIES, INC.

8814 Huntington Drive
San Gabriel, California 91775-1271
Tel: 626-451-0840

About GRATTAN FINANCIAL STRATEGIES, INC.

GRATTAN FINANCIAL STRATEGIES, INC, formally registered with the SEC as GRATTAN FINANCIAL STRATEGIES, INC. The firm was established in 06/19/1998. They have over 1 offices throughout the country.

GRATTAN FINANCIAL STRATEGIES, INC. is a San Gabriel, California based Financial Planning firm with nearly $317,361,425 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108449
SEC#	801-55656
Assets Managed by Firm	$317,361,425
No. of Clients	605
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	605	$317,361,425
Individuals (other than high net worth individuals)	303	$112,021,086
High net worth individuals	32	$205,340,339

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