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Home > Retirement Planners > connecticut > greenwich > GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
2401 Tower Drive
Monroe, Louisiana 71201
Tel: 318-322-7157
About GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM, BORDELON, GOLSON & GILBERT, INC, formally registered with the SEC as GRAHAM, BORDELON, GOLSON & GILBERT, INC. The firm was established in 12/05/1985. They have over 1 offices throughout the country.
GRAHAM, BORDELON, GOLSON & GILBERT, INC. is a Monroe, Louisiana based Financial Planning firm with nearly $375,002,796 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104612 |
| SEC# | 801-25887 |
| Assets Managed by Firm | $375,002,796 |
| No. of Clients | 324 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 324 | $375,002,796 |
| Individuals (other than high net worth individuals) | 64 | $37,011,983 |
| High net worth individuals | 93 | $327,580,186 |
| Pension and profit sharing plans | 1 | $5,102,003 |
| Charitable organizations | 3 | $1,311,287 |
| Corporations or other businesses | 2 | $3,997,337 |
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