DG
DG

Daniel Vincent Grattan

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
335 clients
Average Client Portfolio
$947K average
Assets Under Management
$317.4M

Fee Structure

Minimum Investment:None
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Location

8814 Huntington Drive, San Gabriel, CA, 91775-1271

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a 24% owner of Grattan Financial Strategies, dedicating full-time hours to this activity.

Employment History
Current Registrations
Grattan Financial Strategies, INC.
August 2019 - Present · 6 yrs 6 mos
B.B. Graham & Company, INC.Broker
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
Grattan Financial Securities, INC.Broker
November 2000 - August 2004 · 3 yrs 9 mos
State Registrations13 states
AZCACOFLIDMINVOHRISCTNVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.