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GRAGG FINANCIAL

Tel: 704-482-2001
Nine East Marion Street
Shelby, North Carolina  28150

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GRAGG FINANCIAL

GRAGG FINANCIAL is a Shelby, North Carolina based financial advisory firm with nearly $205,209,381 in assets under management and provides investment advisory services for 452 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

110592

SEC#:

801-119435

No. of Clients:

452

Assets under Management

$205,209,381

No. of Advisors:

12

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