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Home > Retirement Planners > pennsylvania > newtown square > GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
3811 West Chester Pike
Building 2, Suite 200
Newtown Square, Pennsylvania 19073-2325
Tel: 610-408-0500
About GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC, formally registered with the SEC as GRAHAM PARTNERS, INC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
GRAHAM PARTNERS, INC. is a Newtown Square, Pennsylvania based Financial Planning firm with nearly $3,505,508,158 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 78 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157049 |
| SEC# | 801-73844 |
| Assets Managed by Firm | $3,505,508,158 |
| No. of Clients | 24 |
| No. of Advisors | 78 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24 | $3,505,508,158 |
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