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Home > Retirement Planners > north carolina > shelby > GRAGG FINANCIAL
GRAGG FINANCIAL
Nine East Marion Street
Shelby, North Carolina 28150
Tel: 704-482-2001
About GRAGG FINANCIAL
GRAGG FINANCIAL, formally registered with the SEC as GRAGG FINANCIAL. The firm was established in 10/07/2020. They have over 1 offices throughout the country.
GRAGG FINANCIAL is a Shelby, North Carolina based Financial Planning firm with nearly $205,209,381 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110592 |
| SEC# | 801-119435 |
| Assets Managed by Firm | $205,209,381 |
| No. of Clients | 452 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 452 | $205,209,381 |
| Individuals (other than high net worth individuals) | 139 | $38,236,408 |
| High net worth individuals | 56 | $106,715,715 |
| Pension and profit sharing plans | 11 | $24,077,233 |
| Charitable organizations | 6 | $30,879,995 |
| Corporations or other businesses | 13 | $5,300,030 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
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| $137,561,001,775 | 6685 | 31 |
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