Gabrielle
Kong
Gratus Capital, LLC
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About this Advisor
Gabrielle Kong is a financial advisor based out of Atlanta, Georgia. Kong works at Gratus Capital, LLC. Kong has gained experience at Cetera Advisor Networks, N/A, Preferred Electric Co., Inc, Carroll Financial, Green Verity, Lpl Financial, LLC, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, Independent Advisor Alliance and Gratus Capital, LLC. Kong holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Gratus Capital, LLC is an advisory company based out of Atlanta, GA. The firm has offices in four locations and a total of 50 financial advisors. It handles $2 billion in assets between its 3,172 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 3,172 client accounts, 51% are held by high-net-worth individuals who have greater than $1 million in investable assets. Gratus Capital, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial management vary depending on which service is offered. However, fees billed by Gratus Capital, LLC most likely are comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gratus Capital, LLC Brokerage Details
$2,103,071,076
50
3,172
$663,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Gabrielle Kong Work History
Gabrielle has been registered as a financial advisor for 0 years.*
Gratus Capital, LLC
Independent Advisor Alliance
Green Verity
Lpl Financial, LLC
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Cetera Advisor Networks
N/A
Carroll Financial
Preferred Electric Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabrielle Kong 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 Gratus Capital, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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