$21.4M Total AUM
$21.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
22 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-29-2003
- Office Locations
- 1
Office Locations
1700 West Katella Avenue Second Floor Orange CA
About Graham & Co. Advisory, Inc.
B.B. Graham & Co. is an independent broker/dealer and investment advisory firm built to support independent financial advisors with flexible affiliation options—commission brokerage, fee-based advisory, insurance/securities, and hybrid models. On the advisory side, client portfolios skew heavily toward ETFs, with custody support that includes RBC.
Team overview
-- AVG AGE
$21.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRUCE EDWIN GRAHAM
Chief Executive Officer, Chief Financial Officer, Finop, President
- CRD
- #2563258
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,437,137 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,437,137 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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