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Gragg & Gragg, L.L.P.

● SEC registered since 2020CRD 110592SEC# 801-119435Shelby, NC
Export (members)
Reg. AUM
$205.2M
Employees
12
Accounts
452
Location
Shelby, NC

Gragg & Gragg, L.L.P. assets under management

Gragg & Gragg, L.L.P. is an SEC-registered investment adviser based in Shelby, NC. The firm has been registered since 2020. It reports $205.2 million in regulatory assets under management and employs 12 people.
www.graggfinancial.comView on SEC.gov ↗

Gragg & Gragg, L.L.P. owners & executives

2 reported
NameTitleOwnershipSince
Gary Bryon Gragg ControlGeneral Partner50-75%2000
Jason Daniel Gragg ControlGeneral Partner, Cco50-75%2000

Frequently asked questions

How much does Gragg & Gragg, L.L.P. manage?

Gragg & Gragg, L.L.P. reports $205.2 million in regulatory assets under management on its Form ADV.

How many employees does Gragg & Gragg, L.L.P. have?

Gragg & Gragg, L.L.P. reports 12 employees.

Where is Gragg & Gragg, L.L.P. located?

Gragg & Gragg, L.L.P. is based in Shelby, NC and has been SEC-registered since 2020.

Does Gragg & Gragg, L.L.P. disclose fund performance?

Gragg & Gragg, L.L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressNine East Marion Street, Shelby, NC 28150
Phone704-482-2001
Fax704-480-7516
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2067958
Discloses disciplinary historyNo

Assets under management

Discretionary$205.2M
Non-discretionary$0
Total (RAUM)$205.2M