Gordana Schifanelli

B.B. Graham & Company, INC.

25 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners

B.B. Graham & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

303 clients

Average Client Portfolio

$647K average

Assets Under Management

$196.1M

Fee Structure

Minimum Investment:$50K

Location

103 Wineland Way, Stevensville, MD, 21666

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History

Regulatory History (1)

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Regulatory

June 2015

Final

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Other Business Activities

Gordana is a Managing Director at Schifanelli & Associates, LLC, and President & CEO of Allsource Financial Management, LLC/ Allsource Wealth Management. She also works as a professor at the Naval Academy/New Wave People, Inc. for about 10-20% of her time and dedicates a few hours per week to campaigning as a political candidate for Lt. Governor of Maryland.