Daniel
Grattan
Grattan Financial Strategies, Inc
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About this Advisor
Daniel Grattan is a financial advisor based in San Gabriel, California, working with Grattan Financial Strategies, Inc. Daniel has previously held a position at Grattan Financial Strategies, Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Daniel is part of Grattan Financial Strategies, Inc, which operates out of San Gabriel, California. The firm has 3 employees and manages assets totaling $277.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Grattan Financial Strategies, Inc includes asset-based, hourly, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grattan Financial Strategies, Inc Brokerage Details
$277,731,872
3
348
$798,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Grattan Work History
Grattan Financial Strategies, Inc
Disclosures
Please visit the SEC profile of Daniel Grattan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grattan Financial Strategies, Inc
San Gabriel, CA
San Gabriel, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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