# GRATTAN FINANCIAL STRATEGIES, INC.

GRATTAN FINANCIAL STRATEGIES, INC. of SAN GABRIEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108449
- Type: SEC-registered investment adviser
- SEC file number: 801-55656
- Location: 8814 HUNTINGTON DRIVE, SAN GABRIEL, CA, 91775-1271
- Phone: 626-451-0840
- Latest filing: 2026-01-07
- Regulatory AUM: $352.8M
- Discretionary AUM: $158.0M
- Non-discretionary AUM: $194.7M
- Clients: 3
- Accounts: 558

## Business model

- Compensation: % of AUM, Hourly, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Georgene Marie Grattan | PRESIDENT | — |
| Daniel Vincent Grattan | CHIEF COMPLIANCE OFFICER | — |
| Chris Michael Grattan | EXCUTIVE V.P. | — |
| GRATTAN GEORGENE MARIE | PRESIDENT | — |
| GRATTAN DANIEL VINCENT | CHIEF COMPLIANCE OFFICER; V.P. OPERATIONS | — |
| GRATTAN CHRIS MICHAEL | EXCUTIVE V.P. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108449/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108449/similar
- Related entities: https://search.stillhousedata.com/firm/108449/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108449

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.