SAN GABRIEL, CACRD 108449Latest ADV January 7, 2026
Grattan Financial Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Gabriel, CA. Its latest Form ADV filing, dated January 7, 2026, reports $353M in regulatory assets under management, 3 employees, and 558 accounts.
Assets Under Management
$353M
Employees
3
Offices
--
Total Clients
313
Primary office
SAN GABRIEL, CA
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.1% of total clients.
Top client categories% of clientsClients
1
Individuals
91.1%
285
2
HNWI
8.9%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of January 7, 2026
Discretionary44.8%
$158M
45% of total RAUM44.8%
Non-discretionary55.2%
$195M
55% of total RAUM55.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$353M
Total Accounts558
10Y AUM Change+$168M (+90.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee104:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.