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Graham, Bordelon, Golson & Gilbert, Inc.

● SEC registered since 1985CRD 104612SEC# 801-25887Monroe, LA
Export (members)
Reg. AUM
$375M
Employees
4
Accounts
324
Location
Monroe, LA

Graham, Bordelon, Golson & Gilbert, Inc. assets under management

Graham, Bordelon, Golson & Gilbert, Inc. is an SEC-registered investment adviser based in Monroe, LA. The firm has been registered since 1985. It reports $375 million in regulatory assets under management and employs 4 people.
www.gbggwealth.comView on SEC.gov ↗

Graham, Bordelon, Golson & Gilbert, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Gary Gordon Graham ControlOwner10-25%1986
James Clint Rider ControlTreasurer, Chief Compliance Officer25-50%2020
Jeffrey Key Golson ControlPresident25-50%2013
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Frequently asked questions

How much does Graham, Bordelon, Golson & Gilbert, Inc. manage?

Graham, Bordelon, Golson & Gilbert, Inc. reports $375 million in regulatory assets under management on its Form ADV.

How many employees does Graham, Bordelon, Golson & Gilbert, Inc. have?

Graham, Bordelon, Golson & Gilbert, Inc. reports 4 employees.

Where is Graham, Bordelon, Golson & Gilbert, Inc. located?

Graham, Bordelon, Golson & Gilbert, Inc. is based in Monroe, LA and has been SEC-registered since 1985.

Does Graham, Bordelon, Golson & Gilbert, Inc. disclose fund performance?

Graham, Bordelon, Golson & Gilbert, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2401 Tower Drive, Monroe, LA 71201
Phone318-322-7157
Fax318-325-2067
Office hours8a.m.-12p.m. & 1p.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$369.9M
Non-discretionary$5.1M
Total (RAUM)$375M