Assets Under Management
$196.1M
Number of Clients
303
Number of Advisors
51
Average Client AUM
$647K
AUM per Advisor
$3.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
B.B. Graham & Co. offers investment supervisory services and financial planning services, including comprehensive or segmented financial plans, investment plans, and individual consultations. They may recommend third-party asset managers. Fees are negotiable and can be hourly or based on assets managed.
1700 W. Katella Ave., Orange, CA, 92867