| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Michael Grattan Control | Excutive V.p. | 25-50% | 2004 |
| Daniel Vincent Grattan Control | Chief Compliance Officer | 10-25% | 2005 |
| Georgene Marie Grattan Control | President | 50-75% | 1989 |
Grattan Financial Strategies, Inc. reports $317.4 million in regulatory assets under management on its Form ADV.
Grattan Financial Strategies, Inc. reports 3 employees.
Grattan Financial Strategies, Inc. is based in San Gabriel, CA and has been SEC-registered since 1998.
Grattan Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8814 Huntington Drive, San Gabriel, CA 91775-1271 |
| Phone | 626-451-0840 |
| Fax | 626-451-0957 |
| Office hours | 8:00-1:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $149.9M |
| Non-discretionary | $167.5M |
| Total (RAUM) | $317.4M |