John
Graham
Grange Capital, LLC
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About this Advisor
John Graham is a financial advisor operating in Bend, Oregon with 2 years of industry experience. Graham is an advisor for Grange Capital, LLC. During their career, Graham has held roles at Grange Capital, LLC, Mulrennan Advisors, Speedo N.A. Division Of Pvh, Quicksilver, Easton Sports Inc and Sabbatical And Extended Travel. Graham has a Series 65 license, designating them as an investment advisor representative, and can work in California, Oregon, Texas and Washington. Grange Capital, LLC is a business based out of Beaverton, OR. It manages $129 million in assets under management among its 577 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 577 customer accounts, 41% are held by high-net-worth investors who have greater than $1 million in assets. Grange Capital, LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services are based on which service is provided. Fees billed by Grange Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grange Capital, LLC Brokerage Details
$128,831,000
7
577
$223,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Graham Work History
John has been registered as a financial advisor for 2 years.*
Grange Capital, LLC
Mulrennan Advisors
Sabbatical And Extended Travel
Speedo N.A. Division Of Pvh
Speedo N.A. Division Of Pvh
Quicksilver
Easton Sports 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 John Graham 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 Grange Capital, LLC
Beaverton, OR
Bend, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
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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