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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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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