firm profile
Graham & Co. Advisory, Inc.
Overview
Graham & Co. Advisory, Inc. is a state registered investment adviser based in Orange, CA, registered since 2003. It reports $21.4M in assets under management across 15 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $21.4M
- Discretionary
- 100%
- Accounts
- 15
- Average account
- $1.4M
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2003
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Bruce Edwin Graham President CRD 2563258
Advisory reps 1 of 1
- Bruce Edwin Graham Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2563258
Location
- Headquarters
- 1700 W Katella Ave Fl Second
Orange, CA 92867 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
Every state, with registration dates
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