Grattan Financial Strategies, Inc.
- Regulatory AUM
- $353M
- Discretionary
- $158M
- Clients
- 313
- Avg AUM / client
- $1.1M
- Accounts
- 558
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 285 | $118M | 33.6% |
| High net worth individuals | 28 | $234M | 66.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Georgene Marie Grattan | President | Jun 1989 (37y) | 50% – 75% | |
| Grattan, Chris, Michael | Excutive V.P. | Oct 2004 (22y) | 25% – 50% | |
| Daniel Vincent Grattan | Chief Compliance Officer | Jan 2005 (22y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗