G
$352.8M Total AUM
$158.0M Disc. AUM
11.5% 3Y CAGR
3 Employees
313 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- RidgeOak
- Established Date
- 06-19-1998
- Office Locations
- 1
Office Locations
8814 Huntington Drive SAN Gabriel CA
About Grattan Financial Strategies, Inc.
Grattan Financial Strategies, Inc. is a SAN Gabriel-based RIA. The firm has been operating for 28 years. Managing $352.8M in total assets under management, with 3 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$117.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Timber matrix Summit Crest alpha
Client Personas
Bridge
Investment Themes
Legacy Optima Beacon north
Investment Vehicles
Frontier ridge
Services
Ridge Insight Horizon ember Pathway Eagle prime Alpha beacon
Technology
Vector focus Catalyst ember
Owner & Executives
G
GEORGENE MARIE GRATTAN
Advisor, President
- CRD
- #1085145
- Ownership
- 50% but less than 75%
(578) 306-9902
pathway.wave@insightcapital.com
in linkedin.com/in/foundation-quantum
C
CHRIS MICHAEL GRATTAN
Vice President
- CRD
- #2903668
- Ownership
- 25% but less than 50%
(935) 945-8240
pioneer.vertex@primecapital.com
in linkedin.com/in/alpha-matrix
M
Matrix peak
Summit insight frontier
- CRD
- #93528
- Ownership
- 10.8%
(210) 779-8365
capital.harbor@matrixcapital.com
in linkedin.com/in/vertex-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,046,348 | $300,468 |
| Non-Discretionary | $194,736,038 | $6,085,501 |
| Total | $352,782,386 | $632,226 |
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Separately Managed Accounts
Total SMA Asset: $352,782,386
Equity - Exchange:
74.5% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,630,768,626 | 74.5% |
| Cash | $1,585,028,187 | 25.5% |
| Total | $6,215,796,813 | 100.0% |