Assets Under Management
$317.4M
Number of Clients
335
Number of Advisors
2
Average Client AUM
$947K
AUM per Advisor
$158.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Grattan Financial Strategies, Inc. provides asset reporting, technical market management, and strategic asset management. They offer comprehensive financial planning, including retirement planning and individual needs analysis. Services are tailored to address the client's circumstances, risk tolerance, goals, needs, and time horizon.
8814 Huntington Drive, San Gabriel, CA, 91775-1271