GRAHAM & CO. ADVISORY, INC.

GRAHAM & CO. ADVISORY, INC. of ORANGE, CA is an SEC-registered investment adviser (CRD 123539). Regulatory assets under management: $21.4M.

Registration

• CRD: 123539
• Type: Registered investment adviser
• Location: 1700 WEST KATELLA AVENUE, ORANGE, CA, 92867-3415
• Phone: (714) 628-5200
• Latest filing: 2026-03-23
• Regulatory AUM: $21.4M
• Discretionary AUM: $21.4M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 123539 on SEC IAPD (source of record)
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