$87.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
4926 Lincoln Drive Edina MN
About Graff Financial LLC
Graff Financial, LLC is a Minnesota-based registered investment adviser led by Jeremy Graff (CFP, CIMA). The firm provides investment management and comprehensive financial advice, developing tailored plans and helping clients implement them. Portfolios commonly use ETFs, and the practice custodies with Charles Schwab.
Team overview
48 AVG AGE
$87.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Zenith foundation Peak catalyst Ridge
Investment Themes
Atlas Ridge wave
Investment Vehicles
Peak optima
Services
Harbor prime Horizon delta Timber Vital fusion Meridian Prime
Owner & Executives
JEREMY BRUCE GRAFF
Investment Advisor
- CRD
- #2732583
- Ownership
- 75% or more
(290) 622-4391
capital.catalyst@matrixcapital.com
in linkedin.com/in/foundation-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,503,710 | -- |
| Total | $87,503,710 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,503,710
Other:
12.5% Equity - Exchange:
32.9% Cash:
28.8% Equity - OTC:
9.0% Municipal Bonds:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $437,673,008 | 12.5% |
| Equity - Exchange | $1,151,955,356 | 32.9% |
| Cash | $1,008,398,610 | 28.8% |
| Equity - OTC | $315,124,566 | 9.0% |
| Municipal Bonds | $588,232,522 | 16.8% |
| Total | $3,501,384,062 | 100.0% |